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
2176
$2.41M ﹤0.01%
54,342
-27,984
2177
$2.41M ﹤0.01%
124,832
-48,766
2178
$2.41M ﹤0.01%
230,494
+226,512
2179
$2.41M ﹤0.01%
30,457
-6,415
2180
$2.41M ﹤0.01%
37,045
-1,887
2181
$2.41M ﹤0.01%
125,158
-133,464
2182
$2.4M ﹤0.01%
428,611
+105
2183
$2.4M ﹤0.01%
44,773
+5,567
2184
$2.39M ﹤0.01%
52,519
-76,893
2185
$2.39M ﹤0.01%
596,836
-96,096
2186
$2.38M ﹤0.01%
173,683
+615
2187
$2.38M ﹤0.01%
507,783
+17,546
2188
$2.38M ﹤0.01%
284,209
+87,827
2189
$2.38M ﹤0.01%
123,980
-32,950
2190
$2.38M ﹤0.01%
48,576
+35,012
2191
$2.37M ﹤0.01%
154,415
+10,135
2192
$2.37M ﹤0.01%
22,831
+5,116
2193
$2.37M ﹤0.01%
66,063
-18,041
2194
$2.37M ﹤0.01%
20,110
-2,326
2195
$2.37M ﹤0.01%
71,480
+7,649
2196
$2.36M ﹤0.01%
742,981
+102,656
2197
$2.36M ﹤0.01%
78,399
+1,569
2198
$2.36M ﹤0.01%
121,152
-42,688
2199
$2.36M ﹤0.01%
74,714
-10,656
2200
$2.35M ﹤0.01%
30,708
+3,984
86 87
88
89 90