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
$227B
AUM Growth
+$20.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,590
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$720M
3
+$652M
4
TFC icon
Truist Financial
TFC
+$553M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$298M

Top Sells

1
+$1.36B
2
+$872M
3
+$759M
4
STI
SunTrust Banks, Inc.
STI
+$503M
5
BPL
Buckeye Partners, L.P.
BPL
+$467M

Sector Composition

1 Technology 12.45%
2 Financials 9.35%
3 Healthcare 8.43%
4 Consumer Discretionary 6.92%
5 Industrials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$170M 0.06%
1,237,096
+197,325
227
$169M 0.06%
5,053,080
+388,100
228
$168M 0.06%
1,266,172
+391,131
229
$167M 0.06%
1,833,009
+37,202
230
$167M 0.06%
838,959
+51,078
231
$166M 0.06%
4,939,183
+721,596
232
$165M 0.06%
2,127,468
-276,705
233
$165M 0.06%
6,857,085
+1,231,389
234
$165M 0.06%
5,610,558
+71,440
235
$164M 0.06%
12,835,998
-286,254
236
$164M 0.06%
1,734,104
+160,336
237
$164M 0.06%
780,924
+143,590
238
$164M 0.06%
1,303,503
-68,443
239
$163M 0.06%
3,987,841
-626,344
240
$161M 0.06%
2,997,395
-24,832
241
$161M 0.06%
5,013,181
+2,810,802
242
$161M 0.06%
827,178
+208,080
243
$160M 0.06%
1,004,150
-474,807
244
$159M 0.06%
8,052,121
-898,322
245
$157M 0.05%
6,628,841
-725,165
246
$157M 0.05%
1,038,244
+435,102
247
$157M 0.05%
8,110,326
+227,178
248
$155M 0.05%
1,767,270
+427,352
249
$155M 0.05%
2,985,207
-435,319
250
$155M 0.05%
5,756,475
-253,414
8 9
10
11 12