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
2951
$1.59M ﹤0.01%
158,853
-99,163
2952
$1.59M ﹤0.01%
63,084
+24,997
2953
$1.59M ﹤0.01%
79,415
+76,085
2954
$1.59M ﹤0.01%
67,777
+61,496
2955
$1.59M ﹤0.01%
36,305
+12,904
2956
$1.59M ﹤0.01%
108,288
+2,544
2957
$1.59M ﹤0.01%
41,552
+27,309
2958
$1.58M ﹤0.01%
29,700
+2,178
2959
$1.58M ﹤0.01%
48,715
+18,836
2960
$1.58M ﹤0.01%
30,516
+6,429
2961
$1.58M ﹤0.01%
48,492
+45,607
2962
$1.58M ﹤0.01%
123,991
+34,869
2963
$1.58M ﹤0.01%
100,063
+18,826
2964
$1.58M ﹤0.01%
40,011
-3,828
2965
$1.57M ﹤0.01%
205,755
+13,290
2966
$1.57M ﹤0.01%
77,835
+18,786
2967
$1.57M ﹤0.01%
179,833
+58,830
2968
$1.57M ﹤0.01%
107,479
+16,869
2969
$1.56M ﹤0.01%
39,031
-3,713
2970
$1.56M ﹤0.01%
67,782
+10,508
2971
$1.56M ﹤0.01%
39,445
+6,613
2972
$1.56M ﹤0.01%
19,930
+2,589
2973
$1.56M ﹤0.01%
84,774
+41,187
2974
$1.55M ﹤0.01%
20,566
+19,740
2975
$1.55M ﹤0.01%
59,037
+7,134
117 118
119
120 121