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
2501
$2.74M ﹤0.01%
89,055
-6,737
2502
$2.74M ﹤0.01%
85,614
+68,260
2503
$2.73M ﹤0.01%
126,557
+31,334
2504
$2.73M ﹤0.01%
28,361
-1,927
2505
$2.73M ﹤0.01%
183,788
+38,544
2506
$2.73M ﹤0.01%
79,322
+54,589
2507
$2.73M ﹤0.01%
457,079
+69,114
2508
$2.72M ﹤0.01%
116,905
+100,292
2509
$2.72M ﹤0.01%
124,030
-7,988
2510
$2.72M ﹤0.01%
53,337
-2,320
2511
$2.71M ﹤0.01%
115,450
+11,531
2512
$2.71M ﹤0.01%
581,904
-176,720
2513
$2.71M ﹤0.01%
215,032
+43,838
2514
$2.71M ﹤0.01%
156,346
-19,447
2515
$2.71M ﹤0.01%
72,713
-33,249
2516
$2.71M ﹤0.01%
35,005
-7,090
2517
$2.71M ﹤0.01%
94,367
-10,180
2518
$2.7M ﹤0.01%
53,947
-23,129
2519
$2.7M ﹤0.01%
31,540
+24,971
2520
$2.69M ﹤0.01%
58,497
-998
2521
$2.69M ﹤0.01%
81,631
+3,028
2522
$2.69M ﹤0.01%
117,585
-3,134
2523
$2.69M ﹤0.01%
116,418
+10,094
2524
$2.68M ﹤0.01%
127,931
+81,375
2525
$2.68M ﹤0.01%
34,239
+8,714
99 100
101
102 103