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
2376
$1.85M ﹤0.01%
147,620
+17,980
2377
$1.84M ﹤0.01%
66,160
-26,398
2378
$1.83M ﹤0.01%
715,494
-50
2379
$1.82M ﹤0.01%
38,025
+16,796
2380
$1.82M ﹤0.01%
344,287
+3,208
2381
$1.82M ﹤0.01%
36,270
-705
2382
$1.81M ﹤0.01%
115,342
-15,691
2383
$1.8M ﹤0.01%
161,364
-2,376
2384
$1.8M ﹤0.01%
34,640
-37,646
2385
$1.8M ﹤0.01%
42,752
+8,110
2386
$1.8M ﹤0.01%
50,660
+49,734
2387
$1.8M ﹤0.01%
75,096
-60,117
2388
$1.8M ﹤0.01%
13,654
-1,521
2389
$1.79M ﹤0.01%
37,866
+3,209
2390
$1.79M ﹤0.01%
62,317
-24,590
2391
$1.79M ﹤0.01%
92,729
+38,368
2392
$1.79M ﹤0.01%
110,046
+2,266
2393
$1.78M ﹤0.01%
136,365
+133,091
2394
$1.78M ﹤0.01%
110,521
+7,771
2395
$1.78M ﹤0.01%
47,477
-13,535
2396
$1.78M ﹤0.01%
34,941
-48,321
2397
$1.77M ﹤0.01%
65,148
-78
2398
$1.77M ﹤0.01%
107,174
+1,104
2399
$1.77M ﹤0.01%
92,303
-37,010
2400
$1.77M ﹤0.01%
88,377
-95,636
94 95
96
97 98