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
2676
$2.23M ﹤0.01%
122,141
+15,818
2677
$2.23M ﹤0.01%
32,490
+14,378
2678
$2.23M ﹤0.01%
58,297
+21,689
2679
$2.23M ﹤0.01%
86,878
+34,568
2680
– –
0
2681
$2.22M ﹤0.01%
50,645
+16,045
2682
$2.22M ﹤0.01%
64,759
+26,026
2683
$2.22M ﹤0.01%
161,308
+66,778
2684
$2.22M ﹤0.01%
222,648
+221,449
2685
$2.22M ﹤0.01%
274,370
+258,901
2686
$2.22M ﹤0.01%
267,607
+199,532
2687
$2.21M ﹤0.01%
116,791
-36,809
2688
$2.21M ﹤0.01%
86,899
+3,152
2689
$2.21M ﹤0.01%
62,985
-3,675
2690
$2.2M ﹤0.01%
17,026
+13
2691
$2.2M ﹤0.01%
70,576
-4,258
2692
$2.2M ﹤0.01%
76,217
-51,503
2693
$2.2M ﹤0.01%
22,907
+5,340
2694
$2.19M ﹤0.01%
1,491,288
+241,552
2695
$2.19M ﹤0.01%
20,942
+5,591
2696
$2.19M ﹤0.01%
18,653
-6,680
2697
$2.19M ﹤0.01%
43,848
-42,147
2698
$2.18M ﹤0.01%
63,034
+1,691
2699
$2.18M ﹤0.01%
182,910
+74,561
2700
$2.18M ﹤0.01%
183,126
-265,600
106 107
108
109 110