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
401
$84.1M 0.03%
781,833
-13,603
402
$83.4M 0.03%
1,433,004
-73,669
403
$83.3M 0.03%
428,442
+145,581
404
$82.8M 0.03%
1,030,132
-25,100
405
$82.4M 0.03%
416,466
+47,197
406
$82.4M 0.03%
962,762
+289,903
407
$82.3M 0.03%
1,164,452
-1,953,106
408
$82.3M 0.03%
3,252,657
+140,447
409
$82.2M 0.03%
1,705,581
+92,041
410
$81.9M 0.03%
457,798
+132,872
411
$81.6M 0.03%
1,310,358
+8,010
412
$81.3M 0.03%
530,552
+55,068
413
$80.7M 0.03%
1,815,937
+1,641,641
414
$80.1M 0.03%
269,999
-118,267
415
$80M 0.03%
1,226,705
+29,019
416
$79.8M 0.03%
5,316,440
+316,182
417
$79M 0.03%
1,570,490
-80,353
418
$78.5M 0.03%
813,113
-2,545
419
$78.3M 0.03%
1,175,940
-139,546
420
$77.8M 0.03%
1,309,734
-8,700
421
$77.8M 0.03%
1,254,397
+254,753
422
$77.7M 0.03%
1,346,440
+180,032
423
$77.4M 0.03%
3,402,744
+1,257,040
424
$77.2M 0.03%
1,666,215
+499,371
425
$77.2M 0.03%
363,883
-78,058
15 16
17
18 19