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
3026
$1.46M ﹤0.01%
24,327
-3,778
3027
$1.46M ﹤0.01%
105,194
+37,374
3028
$1.45M ﹤0.01%
31,816
+824
3029
$1.45M ﹤0.01%
92,181
+34,092
3030
$1.45M ﹤0.01%
106,259
+7,197
3031
$1.45M ﹤0.01%
53,253
-3,115
3032
$1.44M ﹤0.01%
27,851
-10,600
3033
$1.44M ﹤0.01%
143,881
-46,007
3034
$1.44M ﹤0.01%
49,266
+17,677
3035
$1.44M ﹤0.01%
38,121
+4,689
3036
$1.43M ﹤0.01%
19,910
-1,467
3037
$1.43M ﹤0.01%
454,702
+305,654
3038
$1.43M ﹤0.01%
45,952
-58,207
3039
$1.43M ﹤0.01%
106,125
+4,328
3040
$1.43M ﹤0.01%
118,112
+13,685
3041
$1.43M ﹤0.01%
10,513
+1,053
3042
$1.43M ﹤0.01%
17,950
-103,815
3043
$1.43M ﹤0.01%
52,192
+3,634
3044
$1.42M ﹤0.01%
40,615
+15,838
3045
$1.42M ﹤0.01%
49,022
-583,940
3046
$1.42M ﹤0.01%
1,249
-4,390
3047
$1.42M ﹤0.01%
29,277
-804
3048
$1.42M ﹤0.01%
42,920
-4,495
3049
$1.42M ﹤0.01%
16,943
+1,556
3050
$1.42M ﹤0.01%
94,848
+21,760
120 121
122
123 124