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
3051
$1.41M ﹤0.01%
139,340
+14,063
3052
$1.41M ﹤0.01%
36,971
-48,824
3053
$1.41M ﹤0.01%
98,988
+2,896
3054
$1.41M ﹤0.01%
91,674
+59,421
3055
$1.41M ﹤0.01%
59,963
+21,966
3056
$1.41M ﹤0.01%
222,576
-94,013
3057
$1.41M ﹤0.01%
71,264
-3,238
3058
$1.41M ﹤0.01%
35,244
+8,386
3059
$1.4M ﹤0.01%
258,470
+10,217
3060
$1.4M ﹤0.01%
443,550
+220,555
3061
$1.4M ﹤0.01%
88,960
+65,136
3062
$1.4M ﹤0.01%
68,308
+65,026
3063
$1.4M ﹤0.01%
37,686
+105
3064
$1.4M ﹤0.01%
46,490
+18,025
3065
$1.39M ﹤0.01%
70,639
-46,775
3066
$1.39M ﹤0.01%
17,193
+4,862
3067
$1.39M ﹤0.01%
58,768
+6,166
3068
$1.38M ﹤0.01%
12,778
+1,812
3069
$1.38M ﹤0.01%
69,015
+6,738
3070
$1.38M ﹤0.01%
1,422
+1,320
3071
$1.38M ﹤0.01%
99,534
-15,056
3072
$1.37M ﹤0.01%
17,312
+6,924
3073
$1.37M ﹤0.01%
14,523
-2,800
3074
$1.37M ﹤0.01%
37,243
+14,358
3075
$1.37M ﹤0.01%
32,011
+28,693
121 122
123
124 125