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
2801
$1.9M ﹤0.01%
66,072
+45,675
2802
$1.9M ﹤0.01%
237,375
+4,050
2803
$1.9M ﹤0.01%
82,549
+41,595
2804
$1.9M ﹤0.01%
80,954
+19,870
2805
$1.89M ﹤0.01%
56,778
+18,441
2806
$1.89M ﹤0.01%
196,428
-325,776
2807
$1.89M ﹤0.01%
39,268
+479
2808
$1.89M ﹤0.01%
621,891
+603,089
2809
$1.89M ﹤0.01%
27,968
+9,600
2810
$1.89M ﹤0.01%
126,930
+25,970
2811
$1.89M ﹤0.01%
126,015
-120,560
2812
$1.89M ﹤0.01%
94,792
+32,012
2813
$1.88M ﹤0.01%
166,326
+23,141
2814
$1.88M ﹤0.01%
189,375
-56,629
2815
$1.88M ﹤0.01%
167,875
-3,148
2816
$1.88M ﹤0.01%
33,891
-396
2817
$1.88M ﹤0.01%
41,331
-116,689
2818
$1.88M ﹤0.01%
6,147
-4,583
2819
$1.87M ﹤0.01%
132,021
+9,177
2820
$1.87M ﹤0.01%
29,550
+5,235
2821
$1.87M ﹤0.01%
53,562
+4,648
2822
$1.87M ﹤0.01%
140,542
-23,079
2823
$1.87M ﹤0.01%
27,219
-1,010
2824
$1.87M ﹤0.01%
301,577
+106,426
2825
$1.86M ﹤0.01%
71,822
-740
111 112
113
114 115