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
276
$138M 0.05%
2,258,402
+266,555
277
$138M 0.05%
3,268,367
+368,809
278
$137M 0.05%
585,048
-88,010
279
$137M 0.05%
3,740,884
+172,840
280
$135M 0.05%
2,323,828
-114,884
281
$134M 0.05%
3,900,559
+541,528
282
$134M 0.05%
2,367,334
+1,265
283
$133M 0.05%
3,496,859
+13,974
284
$132M 0.05%
2,234,743
+34,919
285
$132M 0.05%
1,726,925
+176,991
286
$131M 0.05%
1,672,824
+220,810
287
$131M 0.05%
1,393,180
+23,134
288
$131M 0.05%
8,903,889
+8,713,204
289
$131M 0.05%
1,172,679
+70,170
290
$130M 0.05%
4,410,089
+128,265
291
$130M 0.05%
3,149,242
+130,582
292
$128M 0.04%
1,758,756
-52,725
293
$127M 0.04%
1,424,663
-277,269
294
$127M 0.04%
1,083,347
-88,617
295
$127M 0.04%
2,157,891
-324,861
296
$126M 0.04%
2,457,710
+413,245
297
$125M 0.04%
657,625
+2,282
298
$125M 0.04%
968,792
+5,170
299
$123M 0.04%
2,440,298
-43,932
300
$123M 0.04%
1,193,143
-8,790
10 11
12
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