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
526
$59.2M 0.02%
1,525,595
-637,436
527
$59.2M 0.02%
832,051
+67,158
528
$59.1M 0.02%
492,176
+26,246
529
$59M 0.02%
366,279
-5,508
530
$59M 0.02%
1,757,659
+141,207
531
$58.8M 0.02%
427,677
-46,858
532
$58.6M 0.02%
578,184
-52,574
533
$58.5M 0.02%
905,330
+117,133
534
$58.4M 0.02%
2,006,627
+127,639
535
$58.3M 0.02%
392,322
-118,417
536
$58.1M 0.02%
606,445
-14,191
537
$58.1M 0.02%
348,696
+12,212
538
$58M 0.02%
546,394
+24,100
539
$57.9M 0.02%
1,828,632
+48,444
540
$57.7M 0.02%
576,285
-84,559
541
$57.7M 0.02%
708,164
-165,474
542
$57.6M 0.02%
828,332
-18,120
543
$57.6M 0.02%
452,256
+113,584
544
$57.5M 0.02%
2,313,367
-812,788
545
$57.4M 0.02%
429,601
+139,378
546
$57.4M 0.02%
3,138,961
+163,846
547
$57.4M 0.02%
1,593,285
+11,049
548
$57.3M 0.02%
2,299,597
+482,460
549
$57.1M 0.02%
572,523
+173,401
550
$57M 0.02%
1,183,044
+450,354
20 21
22
23 24