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
2651
$2.3M ﹤0.01%
119,269
+63,833
2652
$2.29M ﹤0.01%
49,368
-28,146
2653
$2.29M ﹤0.01%
61,717
-5,436
2654
$2.29M ﹤0.01%
163,911
+14,121
2655
$2.29M ﹤0.01%
119,470
+12,562
2656
$2.29M ﹤0.01%
103,190
-460
2657
$2.28M ﹤0.01%
22,308
+1,688
2658
$2.28M ﹤0.01%
124,391
+22,503
2659
$2.28M ﹤0.01%
23,972
-16,387
2660
$2.28M ﹤0.01%
81,825
-37
2661
$2.27M ﹤0.01%
279,840
-3,250
2662
$2.27M ﹤0.01%
317,745
+39,240
2663
$2.26M ﹤0.01%
69,379
-5,500
2664
$2.26M ﹤0.01%
123,907
+39,516
2665
$2.26M ﹤0.01%
3,003
+640
2666
$2.26M ﹤0.01%
20,023
+436
2667
$2.25M ﹤0.01%
33,378
+2,241
2668
$2.25M ﹤0.01%
125,389
+582
2669
$2.25M ﹤0.01%
43,978
+110
2670
$2.25M ﹤0.01%
197,584
+67,644
2671
$2.25M ﹤0.01%
67,761
+13,522
2672
$2.25M ﹤0.01%
31,728
-33,704
2673
$2.25M ﹤0.01%
35,771
+21,766
2674
$2.25M ﹤0.01%
37,788
+29,114
2675
$2.24M ﹤0.01%
143,439
+2,128
105 106
107
108 109