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
2726
$2.1M ﹤0.01%
43,280
+3,755
2727
$2.1M ﹤0.01%
148,144
+27,900
2728
$2.1M ﹤0.01%
19,183
+7,826
2729
$2.1M ﹤0.01%
137,263
+19,985
2730
$2.1M ﹤0.01%
37,033
+5,489
2731
$2.09M ﹤0.01%
105,228
+18,206
2732
$2.08M ﹤0.01%
137,084
-4,149
2733
$2.08M ﹤0.01%
58,730
+25,375
2734
$2.08M ﹤0.01%
198,594
-5,537
2735
$2.08M ﹤0.01%
+50,434
2736
$2.08M ﹤0.01%
+50,000
2737
$2.07M ﹤0.01%
19,224
-7,671
2738
$2.07M ﹤0.01%
102,930
+8,860
2739
$2.07M ﹤0.01%
77,275
-12,609
2740
$2.07M ﹤0.01%
90,883
-1,030
2741
$2.07M ﹤0.01%
14,996
-2,982
2742
$2.07M ﹤0.01%
59,463
+3,955
2743
$2.06M ﹤0.01%
115,530
+35,448
2744
$2.06M ﹤0.01%
53,658
+32,244
2745
$2.06M ﹤0.01%
34,500
+31,709
2746
$2.06M ﹤0.01%
58,987
+47,842
2747
$2.05M ﹤0.01%
319,718
-335,578
2748
$2.05M ﹤0.01%
49,352
+8,559
2749
$2.05M ﹤0.01%
52,033
+15,157
2750
$2.04M ﹤0.01%
47,617
+308
108 109
110
111 112