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
2851
$1.82M ﹤0.01%
42,943
+578
2852
$1.82M ﹤0.01%
37,171
-1,592
2853
$1.82M ﹤0.01%
297,776
+21,512
2854
$1.82M ﹤0.01%
122,616
-42,356
2855
$1.82M ﹤0.01%
170,318
+2,182
2856
$1.82M ﹤0.01%
35,252
-961
2857
$1.82M ﹤0.01%
200,732
-15,209
2858
$1.81M ﹤0.01%
70,705
+1,009
2859
$1.81M ﹤0.01%
58,211
+6,720
2860
$1.81M ﹤0.01%
21,875
-23,799
2861
$1.81M ﹤0.01%
+177,730
2862
$1.81M ﹤0.01%
128,172
-21,670
2863
$1.8M ﹤0.01%
473,270
+189,429
2864
$1.8M ﹤0.01%
22,530
+11,737
2865
$1.8M ﹤0.01%
85,921
+14,262
2866
$1.79M ﹤0.01%
171,267
+4,145
2867
$1.79M ﹤0.01%
54,559
+5,172
2868
$1.79M ﹤0.01%
97,585
+34,236
2869
$1.79M ﹤0.01%
171,819
+17,636
2870
$1.79M ﹤0.01%
47,209
+7,787
2871
$1.79M ﹤0.01%
171,835
+19,918
2872
$1.78M ﹤0.01%
9,848
+1,436
2873
$1.78M ﹤0.01%
42,466
+15,775
2874
$1.78M ﹤0.01%
284,825
+284,643
2875
$1.78M ﹤0.01%
107,111
-115,375
113 114
115
116 117