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
351
$99.7M 0.03%
2,034,155
+97,312
352
$98.4M 0.03%
1,128,435
-8,498
353
$98.2M 0.03%
1,154,161
+174,723
354
$97.7M 0.03%
2,774,029
-687,696
355
$97.5M 0.03%
1,149,240
+339,242
356
$97.5M 0.03%
654,243
+313,400
357
$97M 0.03%
3,011
+1,310
358
$96.4M 0.03%
1,962,421
+67,923
359
$96.3M 0.03%
5,448,803
-547,218
360
$95.9M 0.03%
1,358,386
+131,439
361
$95.8M 0.03%
339,390
-183,342
362
$95.3M 0.03%
2,273,251
+194,027
363
$95.2M 0.03%
196,351
+122,817
364
$95M 0.03%
2,246,211
-275,461
365
$94.5M 0.03%
840,279
+159,327
366
$94.1M 0.03%
1,503,728
+593,142
367
$93.7M 0.03%
1,101,554
+331,450
368
$93.6M 0.03%
1,511,613
-75,013
369
$93.6M 0.03%
2,877,231
+821,574
370
$93.4M 0.03%
438,535
+155,584
371
$93.3M 0.03%
2,062,423
-322,119
372
$93M 0.03%
2,717,148
+147,923
373
$92.5M 0.03%
986,749
-20,936
374
$92.2M 0.03%
3,118,572
-2,024,702
375
$92M 0.03%
259,826
+52,223
13 14
15
16 17