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
2601
$2.45M ﹤0.01%
64,458
+1,065
2602
$2.44M ﹤0.01%
181,864
+18,482
2603
$2.44M ﹤0.01%
64,467
+15,120
2604
$2.44M ﹤0.01%
133,251
+13,280
2605
$2.44M ﹤0.01%
55,789
+17,479
2606
$2.44M ﹤0.01%
265,679
-8,277
2607
$2.44M ﹤0.01%
9,764
+1,541
2608
$2.43M ﹤0.01%
85,689
+78,321
2609
$2.43M ﹤0.01%
182,796
-9,012
2610
$2.43M ﹤0.01%
614,118
+499,247
2611
$2.42M ﹤0.01%
41,573
+24,491
2612
$2.42M ﹤0.01%
220,055
+196,841
2613
$2.42M ﹤0.01%
511,668
+344,778
2614
$2.42M ﹤0.01%
558,436
-67,647
2615
$2.42M ﹤0.01%
33,262
+7,979
2616
$2.42M ﹤0.01%
66,209
+47,718
2617
$2.42M ﹤0.01%
260,592
+204,428
2618
$2.42M ﹤0.01%
71,072
-756
2619
$2.42M ﹤0.01%
123,194
-26,038
2620
$2.41M ﹤0.01%
77,096
-30,611
2621
$2.4M ﹤0.01%
97,509
+27,265
2622
$2.4M ﹤0.01%
188,199
+1,856
2623
$2.4M ﹤0.01%
67,139
+1,002
2624
$2.4M ﹤0.01%
46,494
-29,062
2625
$2.4M ﹤0.01%
380,473
-33,346
103 104
105
106 107