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
3201
$1.16M ﹤0.01%
27,861
-1,246
3202
$1.16M ﹤0.01%
56,965
+13,795
3203
$1.16M ﹤0.01%
22,338
+1,801
3204
$1.16M ﹤0.01%
20,997
-1,775
3205
$1.16M ﹤0.01%
56,643
-328,832
3206
$1.16M ﹤0.01%
9,002
+3,027
3207
$1.15M ﹤0.01%
79,102
+1,456
3208
$1.15M ﹤0.01%
26,898
+12,064
3209
$1.15M ﹤0.01%
49,239
-3,653
3210
$1.15M ﹤0.01%
45,465
+6,794
3211
$1.15M ﹤0.01%
80,157
+33,133
3212
$1.15M ﹤0.01%
53,164
+10,974
3213
$1.15M ﹤0.01%
67,731
-535
3214
$1.15M ﹤0.01%
294,680
-36,345
3215
$1.15M ﹤0.01%
55,380
+14,290
3216
$1.15M ﹤0.01%
526,354
+11,634
3217
$1.15M ﹤0.01%
24,138
-3,824
3218
$1.14M ﹤0.01%
24,767
+9,061
3219
$1.14M ﹤0.01%
47,738
+16,884
3220
$1.14M ﹤0.01%
15,670
+3,697
3221
$1.14M ﹤0.01%
31,981
+10,815
3222
$1.14M ﹤0.01%
15,716
+4,869
3223
$1.14M ﹤0.01%
91,075
-10,378
3224
$1.14M ﹤0.01%
80,943
+5,157
3225
$1.14M ﹤0.01%
51,753
+3,223
127 128
129
130 131