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
2451
$1.66M ﹤0.01%
101,380
+34,319
2452
$1.66M ﹤0.01%
52,389
+325
2453
$1.66M ﹤0.01%
18,828
-128
2454
$1.65M ﹤0.01%
124,648
+16,974
2455
$1.65M ﹤0.01%
69,256
-5,215
2456
$1.65M ﹤0.01%
69,621
+12,712
2457
$1.64M ﹤0.01%
168,944
+21,041
2458
$1.64M ﹤0.01%
37,629
+9,800
2459
$1.64M ﹤0.01%
42,192
+24,400
2460
$1.64M ﹤0.01%
30,878
-54
2461
$1.64M ﹤0.01%
23,352
+18,500
2462
$1.64M ﹤0.01%
66,363
+25,827
2463
$1.64M ﹤0.01%
104,394
-24,528
2464
$1.64M ﹤0.01%
68,518
+21,128
2465
$1.63M ﹤0.01%
35,944
-21,788
2466
$1.63M ﹤0.01%
264,588
+28,416
2467
$1.63M ﹤0.01%
40,915
-27,472
2468
$1.62M ﹤0.01%
106,276
+4,957
2469
$1.62M ﹤0.01%
68,656
-22,417
2470
$1.62M ﹤0.01%
59,861
-9,772
2471
$1.61M ﹤0.01%
144,777
+143,267
2472
$1.61M ﹤0.01%
52,408
+6,181
2473
$1.61M ﹤0.01%
55,696
-198,852
2474
$1.61M ﹤0.01%
79,960
-20,672
2475
$1.61M ﹤0.01%
56,203
+2,098
97 98
99
100 101