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
301
$123M 0.04%
1,493,394
+438,932
302
$122M 0.04%
404,415
-7,746
303
$122M 0.04%
877,835
-51,516
304
$122M 0.04%
964,292
-245,807
305
$122M 0.04%
1,101,761
+318,447
306
$121M 0.04%
4,637,158
-1,151,478
307
$121M 0.04%
2,046,845
+189,350
308
$121M 0.04%
639,920
+16,042
309
$120M 0.04%
458,723
+17,344
310
$120M 0.04%
3,966,423
+807,476
311
$119M 0.04%
946,851
+5,362
312
$119M 0.04%
582,246
+78,582
313
$118M 0.04%
979,537
-128,076
314
$118M 0.04%
2,623,385
-54,342
315
$118M 0.04%
808,400
-9,897
316
$118M 0.04%
881,415
+147,054
317
$116M 0.04%
3,081,504
-1,114,559
318
$116M 0.04%
12,438,763
+157,900
319
$116M 0.04%
198,088
+84,090
320
$115M 0.04%
1,447,065
-4,482
321
$114M 0.04%
55,746
-7,540
322
$114M 0.04%
1,182,136
-85,750
323
$114M 0.04%
1,791,448
+105,485
324
$113M 0.04%
2,005,534
+148,933
325
$113M 0.04%
1,834,709
+253,106
11 12
13
14 15