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
3126
$1.28M ﹤0.01%
34,648
+15,876
3127
$1.28M ﹤0.01%
56,114
+3,763
3128
$1.28M ﹤0.01%
42,756
+3,571
3129
$1.28M ﹤0.01%
127,561
+11,935
3130
$1.27M ﹤0.01%
143,302
+21,851
3131
$1.27M ﹤0.01%
121,177
-39,854
3132
$1.27M ﹤0.01%
53,575
+10,012
3133
$1.27M ﹤0.01%
20,375
-6,739
3134
$1.26M ﹤0.01%
38,930
+12,503
3135
$1.26M ﹤0.01%
30,759
+1,370
3136
$1.26M ﹤0.01%
65,464
+1,996
3137
$1.26M ﹤0.01%
18,056
+10,478
3138
$1.26M ﹤0.01%
147,124
+66,578
3139
$1.26M ﹤0.01%
91,099
+33,855
3140
$1.26M ﹤0.01%
66,673
-17,094
3141
$1.26M ﹤0.01%
107,780
+80,040
3142
$1.26M ﹤0.01%
31,542
-6,704
3143
$1.25M ﹤0.01%
36,909
-7,605
3144
$1.25M ﹤0.01%
18,959
-1,819
3145
$1.25M ﹤0.01%
82,720
+42,511
3146
$1.25M ﹤0.01%
54,352
-10,562
3147
$1.25M ﹤0.01%
22,861
+1,891
3148
$1.24M ﹤0.01%
35,044
+10,850
3149
$1.24M ﹤0.01%
105,549
+3,496
3150
$1.24M ﹤0.01%
26,102
+8,330
124 125
126
127 128