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
2476
$2.84M ﹤0.01%
213,046
+86
2477
$2.84M ﹤0.01%
174,780
+35,842
2478
$2.83M ﹤0.01%
58,017
+27,342
2479
$2.83M ﹤0.01%
56,772
+41,826
2480
$2.83M ﹤0.01%
480,699
+157,406
2481
$2.83M ﹤0.01%
55,947
+4,947
2482
$2.83M ﹤0.01%
308,083
-22,281
2483
$2.83M ﹤0.01%
50,971
+18,924
2484
$2.82M ﹤0.01%
61,802
-122,636
2485
$2.81M ﹤0.01%
42,769
+12,229
2486
$2.81M ﹤0.01%
62,765
+23,585
2487
$2.81M ﹤0.01%
75,432
-40,337
2488
$2.8M ﹤0.01%
94,961
-11,576
2489
$2.8M ﹤0.01%
136,736
+41,215
2490
$2.8M ﹤0.01%
5,079
-4,340
2491
$2.79M ﹤0.01%
188,383
+6,937
2492
$2.79M ﹤0.01%
237,317
-6,238
2493
$2.79M ﹤0.01%
50,525
-216
2494
$2.78M ﹤0.01%
133,262
+1,973
2495
$2.78M ﹤0.01%
57,325
+40,824
2496
$2.77M ﹤0.01%
57,749
-28,857
2497
$2.76M ﹤0.01%
58,899
+22,024
2498
$2.76M ﹤0.01%
42,647
+11,129
2499
$2.75M ﹤0.01%
98,660
+37,293
2500
$2.74M ﹤0.01%
36,129
+16,143
98 99
100
101 102