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
2251
$2.21M ﹤0.01%
255,999
+63,035
2252
$2.21M ﹤0.01%
45,866
+4,116
2253
$2.21M ﹤0.01%
65,845
+54,487
2254
$2.21M ﹤0.01%
43,023
+9,987
2255
$2.21M ﹤0.01%
144,112
-5,539
2256
$2.2M ﹤0.01%
102,706
+29,848
2257
$2.2M ﹤0.01%
64,798
-5,001
2258
$2.2M ﹤0.01%
32,142
+569
2259
$2.2M ﹤0.01%
155,643
-21,580
2260
$2.2M ﹤0.01%
36,084
-402
2261
$2.2M ﹤0.01%
90,238
+5,385
2262
$2.2M ﹤0.01%
31,047
-2,167
2263
$2.2M ﹤0.01%
49,529
+3,941
2264
$2.19M ﹤0.01%
15,305
-4,122
2265
$2.19M ﹤0.01%
55,459
+1,769
2266
$2.19M ﹤0.01%
85,231
+6,006
2267
$2.18M ﹤0.01%
73,346
+196
2268
$2.18M ﹤0.01%
112,629
-1,164,295
2269
$2.17M ﹤0.01%
18,617
-2,259
2270
$2.17M ﹤0.01%
786,286
-1,406,040
2271
$2.15M ﹤0.01%
131,896
-43,106
2272
$2.15M ﹤0.01%
34,904
+2,193
2273
$2.14M ﹤0.01%
105,345
+49,297
2274
$2.13M ﹤0.01%
94,251
+30,047
2275
$2.13M ﹤0.01%
44,079
-5,031
89 90
91
92 93