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
3151
$1.24M ﹤0.01%
53,497
+24,151
3152
$1.24M ﹤0.01%
35,101
+7,266
3153
$1.23M ﹤0.01%
75,179
-4,209
3154
$1.23M ﹤0.01%
14,272
+2,856
3155
$1.23M ﹤0.01%
104,509
-9,402
3156
$1.23M ﹤0.01%
48,234
-4,521
3157
$1.23M ﹤0.01%
78,057
+3,893
3158
$1.23M ﹤0.01%
70,756
+6,998
3159
$1.23M ﹤0.01%
74,245
+30,311
3160
$1.23M ﹤0.01%
198,352
-6,046
3161
$1.23M ﹤0.01%
32,667
+2,887
3162
$1.23M ﹤0.01%
44,790
-2,463
3163
$1.22M ﹤0.01%
166,069
-111,929
3164
$1.22M ﹤0.01%
14,662
+13,106
3165
$1.22M ﹤0.01%
144,079
+23,262
3166
$1.22M ﹤0.01%
37,113
+8,893
3167
$1.22M ﹤0.01%
90,561
-1,994
3168
$1.22M ﹤0.01%
71,006
-11,702
3169
$1.22M ﹤0.01%
+76,764
3170
$1.21M ﹤0.01%
28,598
+10,291
3171
$1.21M ﹤0.01%
65,493
+6,201
3172
$1.21M ﹤0.01%
94,164
+20,175
3173
$1.21M ﹤0.01%
54,296
+30,542
3174
$1.21M ﹤0.01%
349,980
-1,882
3175
$1.21M ﹤0.01%
22,860
+8,681
125 126
127
128 129