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
426
$76.7M 0.03%
1,675,689
+35,024
427
$76.5M 0.03%
458,927
-62,059
428
$76.5M 0.03%
1,217,325
-9,588
429
$76.5M 0.03%
1,421,887
+32,785
430
$76.2M 0.03%
1,525,212
+108,119
431
$75.7M 0.03%
223
+6
432
$75.5M 0.03%
3,728,157
-167,422
433
$75.4M 0.03%
833,099
+382,504
434
$75.4M 0.03%
1,333,630
-20,483
435
$75.2M 0.03%
1,567,527
+228,063
436
$74.8M 0.03%
1,414,900
+246,784
437
$74.4M 0.03%
2,220,773
-36,908
438
$73.9M 0.03%
1,336,669
+87,672
439
$73.7M 0.03%
1,602,699
-1,332,180
440
$73.4M 0.03%
660,902
+35,252
441
$73.2M 0.03%
8,913,188
+1,551,918
442
$73.1M 0.03%
3,614,774
-608,846
443
$73M 0.03%
440,282
-107,695
444
$72.9M 0.03%
1,612,064
+33,140
445
$72.9M 0.03%
760,498
+64,047
446
$72.6M 0.03%
1,498,372
+57,969
447
$72.4M 0.03%
2,841,800
+370,933
448
$72.2M 0.03%
1,368,339
-275,775
449
$72.2M 0.03%
770,657
-152,782
450
$72M 0.03%
345,759
+45,186
16 17
18
19 20