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
3301
$1.04M ﹤0.01%
26,236
+5,028
3302
$1.04M ﹤0.01%
77,293
-13,457
3303
$1.04M ﹤0.01%
37,587
+10,707
3304
$1.04M ﹤0.01%
23,068
+10,559
3305
$1.04M ﹤0.01%
17,111
-1,252
3306
$1.04M ﹤0.01%
46,341
+13,300
3307
$1.03M ﹤0.01%
14,786
+9,680
3308
$1.03M ﹤0.01%
50,261
+20,811
3309
$1.03M ﹤0.01%
53,574
+15,507
3310
$1.03M ﹤0.01%
115,394
+4,163
3311
$1.03M ﹤0.01%
164,270
+91,727
3312
$1.03M ﹤0.01%
15,842
+2,375
3313
$1.03M ﹤0.01%
56,921
+1,489
3314
$1.03M ﹤0.01%
83,985
+31,237
3315
$1.03M ﹤0.01%
50,411
+15,634
3316
$1.03M ﹤0.01%
177,888
+1,218
3317
$1.02M ﹤0.01%
237,924
+27,971
3318
$1.02M ﹤0.01%
95,985
+32,632
3319
$1.02M ﹤0.01%
36,552
+10,862
3320
$1.02M ﹤0.01%
1,110,386
-166,536
3321
$1.02M ﹤0.01%
83,565
+4,076
3322
$1.02M ﹤0.01%
35,636
-3,410
3323
$1.02M ﹤0.01%
17,843
+1,900
3324
$1.02M ﹤0.01%
30,521
+4,044
3325
$1.01M ﹤0.01%
22,266
-1,997
131 132
133
134 135