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
376
$91.8M 0.03%
1,942,418
+440,668
377
$91.8M 0.03%
2,599,720
-121,712
378
$91.4M 0.03%
1,206,900
+607,062
379
$91.4M 0.03%
2,845,008
+677,380
380
$91.3M 0.03%
1,752,381
+98,615
381
$90.5M 0.03%
2,275,906
+80,512
382
$90.2M 0.03%
2,025,364
-629,690
383
$90.1M 0.03%
510,779
-3,400
384
$89.5M 0.03%
753,021
+264,714
385
$89.1M 0.03%
2,189,759
+543,316
386
$89.1M 0.03%
259,036
+36,163
387
$88.8M 0.03%
1,408,474
+104,054
388
$88.6M 0.03%
1,594,675
+65,512
389
$88.6M 0.03%
1,467,523
+28,143
390
$88.4M 0.03%
2,875,840
+113,927
391
$88M 0.03%
1,997,832
+55,116
392
$87.7M 0.03%
1,211,485
-241,113
393
$87.6M 0.03%
724,421
+109,646
394
$87.4M 0.03%
560,210
+94,749
395
$87.3M 0.03%
2,720,700
+782,122
396
$85.7M 0.03%
15,192,486
+7,717,606
397
$85.5M 0.03%
901,773
-93,309
398
$85.3M 0.03%
1,709,473
+14,110
399
$84.7M 0.03%
1,013,197
-109,793
400
$84.3M 0.03%
1,561,071
-227,726
14 15
16
17 18