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
251
$154M 0.05%
810,965
-21,211
252
$154M 0.05%
2,628,965
-68,800
253
$154M 0.05%
3,014,134
-1,024,465
254
$154M 0.05%
3,913,045
+5,417
255
$153M 0.05%
1,824,390
+14,094
256
$152M 0.05%
2,558,244
-246,964
257
$152M 0.05%
3,021,117
-101,561
258
$152M 0.05%
1,545,881
+57,885
259
$149M 0.05%
3,513,795
-1,501,340
260
$149M 0.05%
2,552,970
+472,784
261
$147M 0.05%
1,236,558
+59,331
262
$147M 0.05%
3,509,127
+179,086
263
$146M 0.05%
1,284,179
+92,098
264
$146M 0.05%
1,364,306
+91,370
265
$145M 0.05%
2,422,017
+4,871
266
$145M 0.05%
10,663,673
-6,646,355
267
$145M 0.05%
1,899,313
-38,047
268
$144M 0.05%
977,815
-268,137
269
$144M 0.05%
1,334,393
+746,516
270
$144M 0.05%
1,246,361
+635,842
271
$144M 0.05%
670,309
+10,887
272
$143M 0.05%
1,167,677
-7,877
273
$143M 0.05%
2,675,750
+169,166
274
$141M 0.05%
2,194,132
-12,388
275
$139M 0.05%
703,638
+26,064
9 10
11
12 13