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
3101
$1.32M ﹤0.01%
222,375
+18,425
3102
$1.32M ﹤0.01%
1,032,429
-356,577
3103
$1.32M ﹤0.01%
28,879
+5,523
3104
$1.32M ﹤0.01%
75,260
-7,093
3105
$1.32M ﹤0.01%
218,778
+193,883
3106
$1.32M ﹤0.01%
37,628
+19,762
3107
$1.32M ﹤0.01%
119,852
+28,667
3108
$1.31M ﹤0.01%
20,743
+4,304
3109
$1.31M ﹤0.01%
63,512
-124,617
3110
$1.31M ﹤0.01%
71,385
+6,266
3111
$1.31M ﹤0.01%
11,436
-2,769
3112
$1.31M ﹤0.01%
116,271
+36,810
3113
$1.31M ﹤0.01%
48,994
+4,141
3114
$1.31M ﹤0.01%
168,373
+8,286
3115
$1.3M ﹤0.01%
17,458
-7,526
3116
$1.3M ﹤0.01%
25,023
+23,111
3117
$1.3M ﹤0.01%
18,617
-13,882
3118
$1.3M ﹤0.01%
287,508
+215,026
3119
$1.3M ﹤0.01%
22,271
+8,952
3120
$1.3M ﹤0.01%
78,088
+18,062
3121
$1.29M ﹤0.01%
82,543
+33,243
3122
$1.29M ﹤0.01%
71,096
-65,269
3123
$1.29M ﹤0.01%
48,130
+86
3124
$1.28M ﹤0.01%
35,968
+10,804
3125
$1.28M ﹤0.01%
100,490
+21,073
123 124
125
126 127