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
2276
$2.12M ﹤0.01%
107,493
+77,084
2277
$2.12M ﹤0.01%
24,924
-577
2278
$2.12M ﹤0.01%
26,845
+16,212
2279
$2.12M ﹤0.01%
77,967
+20,082
2280
$2.11M ﹤0.01%
81,596
+4,586
2281
$2.11M ﹤0.01%
87,047
+25,035
2282
$2.11M ﹤0.01%
91,510
-12,369
2283
$2.11M ﹤0.01%
38,635
+1,002
2284
$2.1M ﹤0.01%
118,895
+20,414
2285
$2.1M ﹤0.01%
91,048
+4,262
2286
$2.1M ﹤0.01%
154,305
-36,842
2287
$2.1M ﹤0.01%
16,259
+3,715
2288
$2.09M ﹤0.01%
41,071
+4,095
2289
$2.09M ﹤0.01%
179,667
-92,126
2290
$2.08M ﹤0.01%
58,842
+11,491
2291
$2.08M ﹤0.01%
35,157
-7,265
2292
$2.07M ﹤0.01%
77,722
-1,762
2293
$2.07M ﹤0.01%
52,651
+3,361
2294
$2.07M ﹤0.01%
100,878
-4,954
2295
$2.06M ﹤0.01%
61,445
+42,410
2296
$2.05M ﹤0.01%
432,061
+154,175
2297
$2.05M ﹤0.01%
138,415
-200,859
2298
$2.05M ﹤0.01%
63,718
+2,555
2299
$2.05M ﹤0.01%
21,845
-15,111
2300
$2.03M ﹤0.01%
120,425
+12,724
90 91
92
93 94