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
2226
$2.31M ﹤0.01%
133,001
-63,380
2227
$2.31M ﹤0.01%
98,523
-3,519
2228
$2.28M ﹤0.01%
99,305
-59,105
2229
$2.27M ﹤0.01%
177,876
+29,980
2230
$2.27M ﹤0.01%
24,873
+1,098
2231
$2.26M ﹤0.01%
1,202,965
+7,015
2232
$2.26M ﹤0.01%
201,924
-188,507
2233
$2.26M ﹤0.01%
68,709
-7,794
2234
$2.26M ﹤0.01%
26,021
+388
2235
$2.25M ﹤0.01%
31,397
+21,106
2236
$2.25M ﹤0.01%
53,393
-5,177
2237
$2.25M ﹤0.01%
67,665
-10,883
2238
$2.24M ﹤0.01%
53,383
+2,295
2239
$2.23M ﹤0.01%
259,971
-27,190
2240
$2.23M ﹤0.01%
70,965
+44,369
2241
$2.23M ﹤0.01%
226,823
+180,034
2242
$2.23M ﹤0.01%
269,249
+76,901
2243
$2.23M ﹤0.01%
165,438
+17,243
2244
$2.23M ﹤0.01%
61,147
+4,117
2245
$2.23M ﹤0.01%
72,370
-21,727
2246
$2.23M ﹤0.01%
139,667
+135,601
2247
$2.22M ﹤0.01%
52,466
+8,222
2248
$2.22M ﹤0.01%
32,911
-17,348
2249
$2.22M ﹤0.01%
23,642
+7,991
2250
$2.22M ﹤0.01%
66,614
-4,881
88 89
90
91 92