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
2626
$2.4M ﹤0.01%
238,853
+69,550
2627
$2.38M ﹤0.01%
3,724
+2,652
2628
$2.37M ﹤0.01%
199,855
+10,551
2629
$2.37M ﹤0.01%
58,536
+22,566
2630
$2.37M ﹤0.01%
165,725
+8,595
2631
$2.37M ﹤0.01%
82,841
+21,649
2632
$2.37M ﹤0.01%
145,871
-13,843
2633
$2.36M ﹤0.01%
21,528
+2,139
2634
$2.36M ﹤0.01%
148,676
+51,710
2635
$2.35M ﹤0.01%
86,385
+1,491
2636
$2.35M ﹤0.01%
56,393
-5,287
2637
$2.35M ﹤0.01%
111,582
+10,480
2638
$2.34M ﹤0.01%
66,336
-23,370
2639
$2.34M ﹤0.01%
75,334
+69,808
2640
$2.34M ﹤0.01%
32,419
+92
2641
$2.33M ﹤0.01%
149,062
+17,673
2642
$2.33M ﹤0.01%
32,274
+5,799
2643
$2.33M ﹤0.01%
101,934
-382
2644
$2.32M ﹤0.01%
180,685
-51,512
2645
$2.32M ﹤0.01%
65,584
+6,332
2646
$2.32M ﹤0.01%
106,224
+8,792
2647
$2.32M ﹤0.01%
91,700
-11,882
2648
$2.32M ﹤0.01%
17,980
-64,876
2649
$2.32M ﹤0.01%
36,333
-6,295
2650
$2.31M ﹤0.01%
98,536
-142,312
104 105
106
107 108