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
3226
$1.14M ﹤0.01%
63,801
+12,516
3227
$1.13M ﹤0.01%
25,123
-1,326
3228
$1.13M ﹤0.01%
76,456
+55,807
3229
$1.13M ﹤0.01%
30,689
+10,222
3230
$1.13M ﹤0.01%
25,148
-47,325
3231
$1.13M ﹤0.01%
180,846
-3,026
3232
$1.13M ﹤0.01%
17,944
-645
3233
$1.12M ﹤0.01%
90,684
+88,733
3234
$1.12M ﹤0.01%
25,840
+8,373
3235
$1.12M ﹤0.01%
98,099
+34,835
3236
$1.12M ﹤0.01%
31,826
+6,324
3237
$1.12M ﹤0.01%
81,956
+15,952
3238
$1.12M ﹤0.01%
34,188
+1,976
3239
$1.11M ﹤0.01%
68,417
+9,299
3240
$1.11M ﹤0.01%
44,973
+10,654
3241
$1.11M ﹤0.01%
23,181
+5,420
3242
$1.11M ﹤0.01%
2,090
-1,708
3243
$1.11M ﹤0.01%
34,984
+11,349
3244
$1.11M ﹤0.01%
51,882
+37,917
3245
$1.11M ﹤0.01%
57,556
+8,329
3246
$1.11M ﹤0.01%
97,666
+3,004
3247
$1.11M ﹤0.01%
9,347
+1,717
3248
$1.11M ﹤0.01%
33,064
-70,416
3249
$1.1M ﹤0.01%
26,920
+8,651
3250
$1.1M ﹤0.01%
34,529
-12,535
128 129
130
131 132