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
2751
$2.04M ﹤0.01%
92,600
+7,117
2752
$2.03M ﹤0.01%
21,212
+4,487
2753
$2.03M ﹤0.01%
99,485
+23,065
2754
$2.03M ﹤0.01%
1,823
-636
2755
$2.03M ﹤0.01%
42,932
-3,880
2756
$2.02M ﹤0.01%
38,090
-26,584
2757
$2.01M ﹤0.01%
97,980
+18,943
2758
$2.01M ﹤0.01%
41,304
+15,732
2759
$2.01M ﹤0.01%
22,183
+14,170
2760
$2M ﹤0.01%
144,362
+6,338
2761
$2M ﹤0.01%
85,173
-13,366
2762
$1.99M ﹤0.01%
48,466
-14,528
2763
$1.99M ﹤0.01%
60,491
+18,185
2764
$1.99M ﹤0.01%
31,692
+4,898
2765
$1.99M ﹤0.01%
30,058
-1,121
2766
$1.99M ﹤0.01%
40,491
-4,164
2767
$1.98M ﹤0.01%
43,651
-16,121
2768
$1.98M ﹤0.01%
89,602
+31,648
2769
$1.98M ﹤0.01%
33,486
+6,141
2770
$1.98M ﹤0.01%
106,240
+11,428
2771
$1.98M ﹤0.01%
186,528
-1,458
2772
$1.97M ﹤0.01%
83,165
-21,377
2773
$1.97M ﹤0.01%
22,284
+1,567
2774
$1.97M ﹤0.01%
11,554
-12,834
2775
$1.97M ﹤0.01%
42,509
+86
109 110
111
112 113