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
2876
$1.77M ﹤0.01%
430,793
-10,364
2877
$1.76M ﹤0.01%
31,204
-763
2878
$1.76M ﹤0.01%
39,810
-104,995
2879
$1.76M ﹤0.01%
57,678
+12,288
2880
$1.76M ﹤0.01%
657,471
+15,566
2881
$1.76M ﹤0.01%
35,988
+24,610
2882
$1.76M ﹤0.01%
173,424
+77,948
2883
$1.76M ﹤0.01%
42,125
+15,117
2884
$1.76M ﹤0.01%
24,546
+1,273
2885
$1.76M ﹤0.01%
26,630
+10,049
2886
$1.76M ﹤0.01%
63,870
+22,607
2887
$1.76M ﹤0.01%
105,215
-3,485
2888
$1.76M ﹤0.01%
462,233
+15,804
2889
$1.75M ﹤0.01%
38,717
+14,696
2890
$1.75M ﹤0.01%
64,660
+3,452
2891
$1.75M ﹤0.01%
103,295
+99,352
2892
$1.74M ﹤0.01%
68,446
+17,592
2893
$1.74M ﹤0.01%
46,994
+16,783
2894
$1.74M ﹤0.01%
69,832
-3,727
2895
$1.73M ﹤0.01%
614,682
+51,825
2896
$1.73M ﹤0.01%
33,487
-34,284
2897
$1.73M ﹤0.01%
149,836
-9,047
2898
$1.73M ﹤0.01%
214,001
-84,588
2899
$1.72M ﹤0.01%
179,427
+23,239
2900
$1.72M ﹤0.01%
220,540
+219,604
114 115
116
117 118