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
326
$113M 0.04%
2,860,739
+826,810
327
$111M 0.04%
3,799,180
-195,010
328
$111M 0.04%
5,184,125
-435,830
329
$110M 0.04%
635,217
+39,381
330
$110M 0.04%
1,160,062
+345,676
331
$110M 0.04%
2,841,774
+659,100
332
$109M 0.04%
2,354,989
+428,671
333
$109M 0.04%
758,628
-6,403
334
$109M 0.04%
337,941
+81,715
335
$108M 0.04%
1,277,342
+754,143
336
$107M 0.04%
1,727,844
+83,168
337
$106M 0.04%
1,911,403
-30,460
338
$106M 0.04%
6,576,349
+351,916
339
$106M 0.04%
978,578
+50,024
340
$105M 0.04%
1,229,106
-55,022
341
$104M 0.04%
1,321,590
+222,702
342
$104M 0.04%
379,533
+51,389
343
$103M 0.04%
778,441
+161,140
344
$103M 0.04%
2,463,007
+1,815,824
345
$102M 0.04%
560,926
+50,677
346
$102M 0.04%
1,222,502
+116,036
347
$102M 0.04%
2,709,597
-94,957
348
$102M 0.04%
2,537,105
-33,899
349
$99.9M 0.03%
2,290,442
-4,132
350
$99.8M 0.03%
2,175,913
+732,847
12 13
14
15 16