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
501
$62.5M 0.02%
1,068,896
-99,926
502
$62.4M 0.02%
736,119
+160,032
503
$62.4M 0.02%
1,990,793
+358,043
504
$61.8M 0.02%
2,373,296
-570,740
505
$61.8M 0.02%
2,453,035
-14,955
506
$61.7M 0.02%
971,509
+651,000
507
$61.6M 0.02%
611,378
-151,080
508
$61.5M 0.02%
2,454,818
+342,065
509
$61.4M 0.02%
265,174
-72,603
510
$61.3M 0.02%
1,941,715
-60,663
511
$61.3M 0.02%
651,244
+193,211
512
$60.7M 0.02%
702,160
-146,447
513
$60.6M 0.02%
1,215,446
-50,255
514
$60.6M 0.02%
1,363,114
+619,874
515
$60.4M 0.02%
373,966
+56,135
516
$60.2M 0.02%
1,276,893
-191,478
517
$60.1M 0.02%
1,951,430
-4,364
518
$59.9M 0.02%
1,122,788
+714,706
519
$59.8M 0.02%
1,247,255
-14,353
520
$59.7M 0.02%
406,488
+117,393
521
$59.6M 0.02%
581,144
+498,426
522
$59.5M 0.02%
1,761,165
-548,115
523
$59.4M 0.02%
1,209,704
-526,390
524
$59.4M 0.02%
1,005,497
+367,153
525
$59.2M 0.02%
196,932
+55,587
19 20
21
22 23