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
2826
$1.86M ﹤0.01%
44,134
+13,954
2827
$1.86M ﹤0.01%
27,183
-3,334
2828
$1.86M ﹤0.01%
43,719
+34,554
2829
$1.86M ﹤0.01%
77,212
-8,807
2830
$1.86M ﹤0.01%
67,768
+55,331
2831
$1.85M ﹤0.01%
33,720
+8,143
2832
$1.85M ﹤0.01%
70,925
+33,219
2833
$1.85M ﹤0.01%
37,195
-3,581
2834
$1.85M ﹤0.01%
116,781
+14,949
2835
$1.85M ﹤0.01%
125,785
+103,434
2836
$1.85M ﹤0.01%
67,906
-110,436
2837
$1.85M ﹤0.01%
27,640
+6,919
2838
$1.84M ﹤0.01%
24,199
+23,162
2839
$1.84M ﹤0.01%
119,447
+33,985
2840
$1.84M ﹤0.01%
89,057
+28,721
2841
$1.84M ﹤0.01%
21,043
-4,178
2842
$1.84M ﹤0.01%
8,952
+7,457
2843
$1.84M ﹤0.01%
30,942
+10,604
2844
$1.84M ﹤0.01%
121,419
-8,750
2845
$1.84M ﹤0.01%
97,657
+37,244
2846
$1.84M ﹤0.01%
149,834
+40,724
2847
$1.83M ﹤0.01%
22,466
-2,036
2848
$1.83M ﹤0.01%
63,309
+38,345
2849
$1.83M ﹤0.01%
36,575
+208
2850
$1.82M ﹤0.01%
14,355
+4,900
112 113
114
115 116