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
2301
$2.03M ﹤0.01%
65,191
+670
2302
$2.03M ﹤0.01%
77,696
+7,361
2303
$2.02M ﹤0.01%
438,333
+14,498
2304
$2.02M ﹤0.01%
72,938
+7,522
2305
$2.02M ﹤0.01%
154,289
+7,303
2306
$2.02M ﹤0.01%
78,234
-10,715
2307
$2.02M ﹤0.01%
133,231
+5,534
2308
$2.02M ﹤0.01%
26,704
+15,167
2309
$2.01M ﹤0.01%
527,211
+514,681
2310
$2.01M ﹤0.01%
66,327
+3,578
2311
$2.01M ﹤0.01%
90,892
-26,016
2312
$2.01M ﹤0.01%
50,509
+6,228
2313
$2M ﹤0.01%
13,102
-1,462
2314
$2M ﹤0.01%
58,981
-36,169
2315
$1.99M ﹤0.01%
120,504
+30,208
2316
$1.99M ﹤0.01%
15,439
-22,360
2317
$1.99M ﹤0.01%
30,106
-60,502
2318
$1.99M ﹤0.01%
40,763
+193
2319
$1.99M ﹤0.01%
2,257
+411
2320
$1.98M ﹤0.01%
32,268
+24,574
2321
$1.98M ﹤0.01%
105,649
+95,578
2322
$1.98M ﹤0.01%
86,582
-779
2323
$1.98M ﹤0.01%
17,653
+13,172
2324
$1.98M ﹤0.01%
79,390
+50,466
2325
$1.98M ﹤0.01%
67,808
-27,903
91 92
93
94 95