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
2901
$1.72M ﹤0.01%
132,189
+50,260
2902
$1.72M ﹤0.01%
130,893
-54,702
2903
$1.71M ﹤0.01%
32,937
+11,261
2904
$1.71M ﹤0.01%
59,577
+66
2905
$1.71M ﹤0.01%
252,700
+8,625
2906
$1.71M ﹤0.01%
159,438
+22,128
2907
$1.71M ﹤0.01%
120,053
+91,144
2908
$1.71M ﹤0.01%
120,675
+10,324
2909
$1.7M ﹤0.01%
45,823
+9,661
2910
$1.7M ﹤0.01%
13,520
+11,709
2911
$1.68M ﹤0.01%
114,734
-110,980
2912
$1.68M ﹤0.01%
48,800
-727
2913
$1.68M ﹤0.01%
82,960
+75,906
2914
$1.68M ﹤0.01%
76,956
-12,090
2915
$1.68M ﹤0.01%
79,264
+13,057
2916
$1.67M ﹤0.01%
57,898
-383,633
2917
$1.67M ﹤0.01%
41,597
+8,097
2918
$1.67M ﹤0.01%
51,507
+11,910
2919
$1.67M ﹤0.01%
27,543
+1,908
2920
$1.67M ﹤0.01%
50,713
+17,324
2921
$1.66M ﹤0.01%
40,592
-2,965
2922
$1.66M ﹤0.01%
24,584
+10
2923
$1.65M ﹤0.01%
21,405
-205
2924
$1.65M ﹤0.01%
63,258
+8,837
2925
$1.65M ﹤0.01%
349,726
+28,789
115 116
117
118 119