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
2201
$2.35M ﹤0.01%
546,122
+64,899
2202
$2.35M ﹤0.01%
54,826
+10,482
2203
$2.35M ﹤0.01%
665,222
+6,350
2204
$2.35M ﹤0.01%
29,880
-76,519
2205
$2.35M ﹤0.01%
569,302
-117,106
2206
$2.34M ﹤0.01%
47,377
+5,125
2207
$2.34M ﹤0.01%
46,674
-2,309
2208
$2.34M ﹤0.01%
36,576
+2,510
2209
$2.34M ﹤0.01%
203,268
+14,135
2210
$2.34M ﹤0.01%
25,360
+2,729
2211
$2.34M ﹤0.01%
54,736
-1,965
2212
$2.34M ﹤0.01%
29,890
-27,293
2213
$2.34M ﹤0.01%
38,784
-1,445
2214
$2.33M ﹤0.01%
24,775
-7,524
2215
$2.33M ﹤0.01%
63,447
-48,961
2216
$2.33M ﹤0.01%
15,081
-337
2217
$2.32M ﹤0.01%
68,211
+34,194
2218
$2.32M ﹤0.01%
27,435
-2,547
2219
$2.32M ﹤0.01%
53,233
-10,612
2220
$2.32M ﹤0.01%
10,571
+686
2221
$2.32M ﹤0.01%
41,235
+29,756
2222
$2.32M ﹤0.01%
125,117
-1,435
2223
$2.31M ﹤0.01%
374,870
-3,832,171
2224
$2.31M ﹤0.01%
45,504
-100,341
2225
$2.31M ﹤0.01%
159,743
+24,165
87 88
89
90 91