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
3276
$1.07M ﹤0.01%
8,797
+3,592
3277
$1.07M ﹤0.01%
42,206
+17,024
3278
$1.07M ﹤0.01%
105,492
+9,990
3279
$1.06M ﹤0.01%
55,361
+6,627
3280
$1.06M ﹤0.01%
72,620
-33
3281
$1.06M ﹤0.01%
89,800
+4,104
3282
$1.06M ﹤0.01%
72,485
+16,838
3283
$1.06M ﹤0.01%
24,633
+9,309
3284
$1.06M ﹤0.01%
252,984
-339,542
3285
$1.06M ﹤0.01%
35,059
+4,605
3286
$1.06M ﹤0.01%
52,595
+12,510
3287
$1.06M ﹤0.01%
159,669
+7,918
3288
$1.06M ﹤0.01%
93,148
+28,894
3289
$1.06M ﹤0.01%
28,631
-36,095
3290
$1.05M ﹤0.01%
115,999
+26,278
3291
$1.05M ﹤0.01%
30,423
+11,281
3292
$1.05M ﹤0.01%
27,245
-1,915
3293
$1.05M ﹤0.01%
70,625
-5,477
3294
$1.05M ﹤0.01%
213,947
+76,686
3295
$1.05M ﹤0.01%
67,583
-1,903
3296
$1.04M ﹤0.01%
40,030
+30,834
3297
$1.04M ﹤0.01%
40,903
+5,800
3298
$1.04M ﹤0.01%
56,423
+14,054
3299
$1.04M ﹤0.01%
30,688
+13,020
3300
$1.04M ﹤0.01%
17,347
+3,222
130 131
132
133 134