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
551
$56.9M 0.02%
235,953
+94,584
552
$56.7M 0.02%
2,316,446
-338,701
553
$56.7M 0.02%
1,164,042
+447,123
554
$56.4M 0.02%
382,588
+15,146
555
$56.4M 0.02%
816,710
+150,761
556
$56.3M 0.02%
391,844
+356,787
557
$56.1M 0.02%
914,610
-3,100
558
$56M 0.02%
922,288
+155,071
559
$55.8M 0.02%
570,808
+134,628
560
$55.8M 0.02%
2,157,599
-147,504
561
$55.7M 0.02%
556,236
-40,630
562
$55.5M 0.02%
3,078,413
-36,389
563
$55M 0.02%
358,507
-5,996
564
$55M 0.02%
974,319
+10,925
565
$55M 0.02%
1,105,724
+828,291
566
$54.9M 0.02%
692,716
+14,607
567
$54.8M 0.02%
1,799,188
+173,104
568
$54.7M 0.02%
1,846,665
+679,977
569
$54.4M 0.02%
2,914,337
+516,104
570
$54.3M 0.02%
1,077,683
-67,529
571
$54.2M 0.02%
604,429
-282,305
572
$54.1M 0.02%
147,582
-39,206
573
$54M 0.02%
584,951
+196,694
574
$53.9M 0.02%
1,253,048
+885,245
575
$53.6M 0.02%
406,787
+125,333
21 22
23
24 25