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
2976
$1.55M ﹤0.01%
77,211
+25,606
2977
$1.55M ﹤0.01%
80,991
+24,430
2978
$1.55M ﹤0.01%
96,686
+29,962
2979
$1.54M ﹤0.01%
30,511
-1,126
2980
$1.54M ﹤0.01%
20,796
+561
2981
$1.54M ﹤0.01%
18,780
+4,214
2982
$1.54M ﹤0.01%
37,697
+12,780
2983
$1.54M ﹤0.01%
293,095
+140,229
2984
$1.53M ﹤0.01%
84,328
+64,116
2985
$1.53M ﹤0.01%
47,924
+1,689
2986
$1.53M ﹤0.01%
40,463
-2,380
2987
$1.53M ﹤0.01%
32,710
+7,663
2988
$1.53M ﹤0.01%
181,235
+7,033
2989
$1.53M ﹤0.01%
113,941
-4,936
2990
$1.52M ﹤0.01%
34,493
-197,866
2991
$1.52M ﹤0.01%
31,310
-37,284
2992
$1.52M ﹤0.01%
376,895
+93,290
2993
$1.52M ﹤0.01%
97,246
+15,676
2994
$1.52M ﹤0.01%
10,478
-548
2995
$1.52M ﹤0.01%
27,208
-6,301
2996
$1.52M ﹤0.01%
32,923
+7,223
2997
$1.51M ﹤0.01%
216,703
-26,750
2998
$1.51M ﹤0.01%
66,623
+61,750
2999
$1.51M ﹤0.01%
26,934
+10,179
3000
$1.51M ﹤0.01%
34,855
+9,772
118 119
120
121 122