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
451
$71.4M 0.02%
3,475,674
-1,236,324
452
$71.3M 0.02%
1,190,190
+332,934
453
$70.8M 0.02%
3,583,489
-80,157
454
$70.6M 0.02%
384,718
+62,287
455
$69.9M 0.02%
864,121
+267,200
456
$69.4M 0.02%
906,240
+175,234
457
$69.1M 0.02%
1,359,209
-51,111
458
$68.9M 0.02%
1,696,032
-321,658
459
$68.8M 0.02%
2,300,422
-267,941
460
$68.6M 0.02%
3,100,229
-754,997
461
$68.5M 0.02%
5,188,408
-176,319
462
$68.3M 0.02%
469,732
+37,605
463
$68.2M 0.02%
559,733
+93,029
464
$67.9M 0.02%
583,450
+230,402
465
$67.8M 0.02%
621,918
+6,397
466
$67.6M 0.02%
379,389
+6,158
467
$67.6M 0.02%
56,737
+5,784
468
$67.6M 0.02%
854,290
+156,029
469
$67.4M 0.02%
1,545,655
-93,177
470
$67.2M 0.02%
926,567
+90
471
$66.7M 0.02%
1,546,168
+757,942
472
$66.6M 0.02%
1,567,249
+538
473
$66.5M 0.02%
1,132,002
+5,440
474
$66.5M 0.02%
4,538,802
-372,954
475
$66.2M 0.02%
1,845,826
+773,659
17 18
19
20 21