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
2401
$1.76M ﹤0.01%
123,658
-39,849
2402
$1.76M ﹤0.01%
76,289
-272,684
2403
$1.75M ﹤0.01%
69,117
+4,295
2404
$1.75M ﹤0.01%
30,399
+4,755
2405
$1.75M ﹤0.01%
23,758
+12,665
2406
$1.75M ﹤0.01%
37,352
+1,055
2407
$1.75M ﹤0.01%
78,217
+68,990
2408
$1.75M ﹤0.01%
769,231
+723,977
2409
$1.74M ﹤0.01%
31,685
-1,181
2410
$1.74M ﹤0.01%
54,857
+10,032
2411
$1.74M ﹤0.01%
17,905
-902
2412
$1.73M ﹤0.01%
87,421
+8,945
2413
$1.73M ﹤0.01%
121,109
-4,945
2414
$1.73M ﹤0.01%
26,021
-22,139
2415
$1.73M ﹤0.01%
50,948
+21,210
2416
$1.73M ﹤0.01%
29,264
+888
2417
$1.73M ﹤0.01%
143,294
-23,777
2418
$1.73M ﹤0.01%
40,261
+965
2419
$1.72M ﹤0.01%
189,837
-2,135
2420
$1.72M ﹤0.01%
44,218
-44
2421
$1.72M ﹤0.01%
81,268
+8,152
2422
$1.72M ﹤0.01%
126,998
-6,341
2423
$1.72M ﹤0.01%
45,392
-17,784
2424
$1.72M ﹤0.01%
82,139
+1,600
2425
$1.72M ﹤0.01%
126,285
+435
95 96
97
98 99