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
2576
$2.54M ﹤0.01%
48,513
+6,402
2577
$2.52M ﹤0.01%
137,838
-27,143
2578
$2.52M ﹤0.01%
30,952
-23,794
2579
$2.52M ﹤0.01%
62,339
+8,472
2580
$2.52M ﹤0.01%
33,790
+18,267
2581
$2.51M ﹤0.01%
78,041
+14,002
2582
$2.51M ﹤0.01%
74,310
+50,851
2583
$2.51M ﹤0.01%
104,522
+15,924
2584
$2.5M ﹤0.01%
156,223
+72,427
2585
$2.49M ﹤0.01%
72,617
+65,517
2586
$2.49M ﹤0.01%
32,343
+14,352
2587
$2.49M ﹤0.01%
77,816
+19,044
2588
$2.49M ﹤0.01%
31,930
+9,939
2589
$2.48M ﹤0.01%
31,068
-3,100
2590
$2.48M ﹤0.01%
51,955
-5,303
2591
$2.48M ﹤0.01%
75,231
+28,126
2592
$2.47M ﹤0.01%
91,735
+4,246
2593
$2.47M ﹤0.01%
22,253
+7,532
2594
$2.46M ﹤0.01%
134,094
+4,517
2595
$2.46M ﹤0.01%
43,269
-161
2596
$2.45M ﹤0.01%
118,056
+6,165
2597
$2.45M ﹤0.01%
25,198
-1,245
2598
$2.45M ﹤0.01%
217,929
+124,298
2599
$2.45M ﹤0.01%
37,600
-554
2600
$2.45M ﹤0.01%
152,959
+21,298
102 103
104
105 106