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
2151
$2.49M ﹤0.01%
109,144
+99,841
2152
$2.49M ﹤0.01%
113,351
+23,204
2153
$2.49M ﹤0.01%
35,886
-16,932
2154
$2.48M ﹤0.01%
61,489
+37,374
2155
$2.48M ﹤0.01%
99,665
-56,595
2156
$2.48M ﹤0.01%
+98,089
2157
$2.48M ﹤0.01%
170,503
-18,696
2158
$2.46M ﹤0.01%
38,978
-987
2159
$2.46M ﹤0.01%
197,972
+13,760
2160
$2.45M ﹤0.01%
130,217
+11,304
2161
$2.45M ﹤0.01%
61,785
-26,039
2162
$2.44M ﹤0.01%
47,706
-3,824
2163
$2.44M ﹤0.01%
121,641
-21,081
2164
$2.44M ﹤0.01%
41,227
+5,923
2165
$2.44M ﹤0.01%
21,241
+16,560
2166
$2.44M ﹤0.01%
79,116
-6,382
2167
$2.43M ﹤0.01%
992,720
+780,348
2168
$2.43M ﹤0.01%
27,587
-2,815
2169
$2.43M ﹤0.01%
66,304
-40,691
2170
$2.43M ﹤0.01%
94,167
-195,180
2171
$2.42M ﹤0.01%
15,588
+10,172
2172
$2.42M ﹤0.01%
70,840
-17,402
2173
$2.42M ﹤0.01%
41,771
-591,364
2174
$2.41M ﹤0.01%
81,444
-11,529
2175
$2.41M ﹤0.01%
145,244
+15,480
85 86
87
88 89