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
2351
$1.92M ﹤0.01%
64,550
+37,778
2352
$1.92M ﹤0.01%
57,801
-490,208
2353
$1.91M ﹤0.01%
34,392
-11,694
2354
$1.91M ﹤0.01%
236,313
+185,939
2355
$1.91M ﹤0.01%
112,611
+35,057
2356
$1.91M ﹤0.01%
69,439
-11,086
2357
$1.91M ﹤0.01%
27,598
-21,608
2358
$1.91M ﹤0.01%
34,117
+6,398
2359
$1.9M ﹤0.01%
50,054
+865
2360
$1.9M ﹤0.01%
33,648
+7,984
2361
$1.89M ﹤0.01%
49,411
+45,266
2362
$1.89M ﹤0.01%
151,720
+4,505
2363
$1.89M ﹤0.01%
13,205
+8,426
2364
$1.89M ﹤0.01%
65,380
-20,058
2365
$1.88M ﹤0.01%
79,648
+79,431
2366
$1.88M ﹤0.01%
66,532
-4,636
2367
$1.88M ﹤0.01%
151,580
+1,949
2368
$1.88M ﹤0.01%
104,599
-91,501
2369
$1.88M ﹤0.01%
84,654
+3,706
2370
$1.88M ﹤0.01%
130,870
+11,183
2371
$1.88M ﹤0.01%
24,030
-2,994
2372
$1.87M ﹤0.01%
185,949
+35,084
2373
$1.86M ﹤0.01%
152,253
+53,628
2374
$1.86M ﹤0.01%
31,487
+6,767
2375
$1.86M ﹤0.01%
146,374
-7,680
93 94
95
96 97