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
2551
$2.61M ﹤0.01%
116,410
-38,820
2552
$2.61M ﹤0.01%
263,032
-69,520
2553
$2.6M ﹤0.01%
23,648
+7,823
2554
$2.6M ﹤0.01%
99,910
+38,898
2555
$2.6M ﹤0.01%
51,434
-1,684
2556
$2.59M ﹤0.01%
55,040
-37,815
2557
$2.59M ﹤0.01%
115,842
+41,187
2558
$2.59M ﹤0.01%
321,244
+51,886
2559
$2.58M ﹤0.01%
196,349
+3,173
2560
$2.58M ﹤0.01%
322,617
+21,397
2561
$2.58M ﹤0.01%
45,206
+13,337
2562
$2.58M ﹤0.01%
47,541
+19,061
2563
$2.57M ﹤0.01%
146,037
+22,528
2564
$2.57M ﹤0.01%
69,377
+26,126
2565
$2.57M ﹤0.01%
393,028
-44,790
2566
$2.57M ﹤0.01%
54,695
-7,680
2567
$2.56M ﹤0.01%
39,885
+1,090
2568
$2.56M ﹤0.01%
17,070
+11,718
2569
$2.56M ﹤0.01%
41,155
+6,193
2570
$2.55M ﹤0.01%
110,967
+18,636
2571
$2.55M ﹤0.01%
34,712
+28,900
2572
$2.54M ﹤0.01%
100,994
-1,485
2573
$2.54M ﹤0.01%
62,190
+45,861
2574
$2.54M ﹤0.01%
50,981
-86
2575
$2.54M ﹤0.01%
57,739
-76,006
101 102
103
104 105