UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,274
New
Increased
Reduced
Closed

Top Buys

1
+$543M
2
+$512M
3
+$296M
4
SU icon
Suncor Energy
SU
+$289M
5
CVX icon
Chevron
CVX
+$285M

Top Sells

1
+$776M
2
+$559M
3
+$521M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$457M
5
AER icon
AerCap
AER
+$329M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.15%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$2.55M ﹤0.01%
91,069
+15,706
2127
$2.55M ﹤0.01%
181,052
-8,015
2128
$2.55M ﹤0.01%
23,436
+18,894
2129
$2.55M ﹤0.01%
51,932
+21,170
2130
$2.55M ﹤0.01%
37,504
-10,250
2131
$2.55M ﹤0.01%
65,868
-2,098
2132
$2.54M ﹤0.01%
183,890
+11,064
2133
$2.54M ﹤0.01%
21,145
-115,184
2134
$2.54M ﹤0.01%
5,595
+1,870
2135
$2.53M ﹤0.01%
152,992
-14,483
2136
$2.53M ﹤0.01%
119,268
+55,522
2137
$2.52M ﹤0.01%
114,394
+30,291
2138
$2.52M ﹤0.01%
127,120
-193,913
2139
$2.52M ﹤0.01%
56,556
-1,566
2140
$2.51M ﹤0.01%
121,310
-2,340
2141
$2.51M ﹤0.01%
157,808
-2,200
2142
$2.51M ﹤0.01%
79,098
+31,992
2143
$2.5M ﹤0.01%
73,131
-7,148
2144
$2.5M ﹤0.01%
46,543
-8,059
2145
$2.5M ﹤0.01%
18,015
+10,485
2146
$2.5M ﹤0.01%
78,671
+2,384
2147
$2.5M ﹤0.01%
225,723
-1,106,432
2148
$2.5M ﹤0.01%
61,635
+381
2149
$2.5M ﹤0.01%
126,184
-621
2150
$2.49M ﹤0.01%
98,641
+9,725
84 85
86
87 88