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
2526
$2.67M ﹤0.01%
153,337
+106,333
2527
$2.67M ﹤0.01%
91,140
-54,606
2528
$2.67M ﹤0.01%
98,939
+23,079
2529
$2.67M ﹤0.01%
78,079
-37,018
2530
$2.66M ﹤0.01%
160,140
+51,535
2531
$2.66M ﹤0.01%
63,418
+12,865
2532
$2.65M ﹤0.01%
73,085
-17,742
2533
$2.65M ﹤0.01%
91,065
+8,004
2534
$2.65M ﹤0.01%
52,834
-602
2535
$2.65M ﹤0.01%
96,901
-29,135
2536
$2.65M ﹤0.01%
4,770
+1,412
2537
$2.64M ﹤0.01%
100,799
+33,506
2538
$2.64M ﹤0.01%
124,706
+42,381
2539
$2.64M ﹤0.01%
78,174
+70,556
2540
$2.63M ﹤0.01%
85,302
+16,382
2541
$2.63M ﹤0.01%
325,321
-265,002
2542
$2.63M ﹤0.01%
188,070
+87,053
2543
$2.63M ﹤0.01%
50,210
+567
2544
$2.63M ﹤0.01%
165,300
+26,443
2545
$2.62M ﹤0.01%
53,884
+53,571
2546
$2.62M ﹤0.01%
34,284
+439
2547
$2.62M ﹤0.01%
192,124
+2,895
2548
$2.62M ﹤0.01%
146,899
-309,788
2549
$2.61M ﹤0.01%
72,046
+14,435
2550
$2.61M ﹤0.01%
231,996
+20,187
100 101
102
103 104