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
3001
$1.51M ﹤0.01%
113,210
+2,279
3002
$1.51M ﹤0.01%
84,226
-283,544
3003
$1.5M ﹤0.01%
110,988
-863
3004
$1.5M ﹤0.01%
53,186
+8,376
3005
$1.5M ﹤0.01%
37,209
+4,178
3006
$1.5M ﹤0.01%
91,736
-14,843
3007
$1.5M ﹤0.01%
42,544
-3,555
3008
$1.5M ﹤0.01%
70,858
+6,489
3009
$1.5M ﹤0.01%
56,966
+50,879
3010
$1.49M ﹤0.01%
49,353
+38,971
3011
$1.49M ﹤0.01%
28,034
+11,148
3012
$1.49M ﹤0.01%
53,332
+3,976
3013
$1.48M ﹤0.01%
68,464
+229
3014
$1.48M ﹤0.01%
89,513
+10,688
3015
$1.48M ﹤0.01%
138,871
-147,273
3016
$1.48M ﹤0.01%
38,853
+5,812
3017
$1.48M ﹤0.01%
27,476
+3,837
3018
$1.48M ﹤0.01%
23,655
+9,223
3019
$1.47M ﹤0.01%
125,612
-70,035
3020
$1.47M ﹤0.01%
81,696
-16,858
3021
$1.47M ﹤0.01%
35,308
+24,538
3022
$1.47M ﹤0.01%
50,400
+834
3023
$1.47M ﹤0.01%
252,005
-17,029
3024
$1.47M ﹤0.01%
15,745
+1,170
3025
$1.46M ﹤0.01%
47,610
-21,336
119 120
121
122 123