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
3076
$1.37M ﹤0.01%
130,469
-302,973
3077
$1.37M ﹤0.01%
79,913
+25,805
3078
$1.37M ﹤0.01%
30,039
-12,328
3079
$1.36M ﹤0.01%
46,098
-6,402
3080
$1.36M ﹤0.01%
56,730
-1,237
3081
$1.36M ﹤0.01%
21,011
-175
3082
$1.36M ﹤0.01%
5,818
+824
3083
$1.36M ﹤0.01%
20,903
-59,170
3084
$1.36M ﹤0.01%
40,717
-8,166
3085
$1.36M ﹤0.01%
28,142
+24,847
3086
$1.36M ﹤0.01%
154,797
+106,707
3087
$1.35M ﹤0.01%
74,480
+61,841
3088
$1.35M ﹤0.01%
79,188
+14,473
3089
$1.35M ﹤0.01%
15,442
-2,608
3090
$1.35M ﹤0.01%
39,344
+28,614
3091
$1.35M ﹤0.01%
152,633
+62,666
3092
$1.35M ﹤0.01%
83,534
-305,260
3093
$1.35M ﹤0.01%
44,708
-8,309
3094
$1.34M ﹤0.01%
20,471
-456
3095
$1.34M ﹤0.01%
42,799
+3,524
3096
$1.34M ﹤0.01%
2,316
+774
3097
$1.34M ﹤0.01%
96,776
+2,248
3098
$1.33M ﹤0.01%
49,057
-129,220
3099
$1.33M ﹤0.01%
14,859
+7,560
3100
$1.33M ﹤0.01%
116,337
+48,998
122 123
124
125 126