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
2701
$2.18M ﹤0.01%
80,544
+51,555
2702
$2.18M ﹤0.01%
60,834
-167,963
2703
$2.18M ﹤0.01%
17,744
-83,368
2704
$2.17M ﹤0.01%
394,573
-74,563
2705
$2.16M ﹤0.01%
37,584
-1,328
2706
$2.16M ﹤0.01%
195,465
+194,975
2707
$2.16M ﹤0.01%
293,369
-239,616
2708
$2.15M ﹤0.01%
53,472
+22,447
2709
$2.15M ﹤0.01%
50,651
+560
2710
$2.15M ﹤0.01%
82,800
+6,870
2711
$2.15M ﹤0.01%
46,340
+40,212
2712
$2.14M ﹤0.01%
45,119
+13,442
2713
$2.14M ﹤0.01%
217,718
-5,626
2714
$2.13M ﹤0.01%
157,751
+54,356
2715
$2.13M ﹤0.01%
225,609
+146,884
2716
$2.13M ﹤0.01%
39,468
+2,145
2717
$2.12M ﹤0.01%
151,796
+110,238
2718
$2.12M ﹤0.01%
57,816
-3,442
2719
$2.12M ﹤0.01%
77,150
+19,793
2720
$2.12M ﹤0.01%
140,703
+4,516
2721
$2.11M ﹤0.01%
89,856
-334
2722
$2.11M ﹤0.01%
13,938
+1,465
2723
$2.11M ﹤0.01%
30,899
-11,375
2724
$2.11M ﹤0.01%
99,340
+32,429
2725
$2.11M ﹤0.01%
25,452
-3,372
107 108
109
110 111