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
576
$53.6M 0.02%
2,001,923
+1,905,566
577
$53.5M 0.02%
708,401
+33,697
578
$53.4M 0.02%
1,012,584
+416,202
579
$52.9M 0.02%
1,464,711
-60,769
580
$52.4M 0.02%
355,141
+2,057
581
$52.4M 0.02%
187,708
+21,219
582
$52.3M 0.02%
1,099,905
-298,551
583
$52.3M 0.02%
653,068
+521,035
584
$52.2M 0.02%
476,729
-10,553
585
$52.2M 0.02%
258,598
+72,870
586
$52.1M 0.02%
626,106
-217,830
587
$52.1M 0.02%
1,037,630
+161,018
588
$52.1M 0.02%
1,617,727
-71,864
589
$52M 0.02%
2,842,499
+629,802
590
$52M 0.02%
328,764
+43,630
591
$52M 0.02%
3,620,196
+171,006
592
$51.5M 0.02%
2,680,562
-188,500
593
$51.4M 0.02%
419,498
-70,017
594
$51.1M 0.02%
460,037
+4,563
595
$51.1M 0.02%
351,514
+41,260
596
$51M 0.02%
406,003
-20,988
597
$50.2M 0.02%
2,048,188
-301,705
598
$50M 0.02%
1,362,628
+131,140
599
$50M 0.02%
199,436
-1,402
600
$50M 0.02%
238,589
+76,060
22 23
24
25 26