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
601
$50M 0.02%
4,984,591
+190,120
602
$49.9M 0.02%
1,464,669
+653,877
603
$49.7M 0.02%
192,453
+17,804
604
$49.5M 0.02%
801,546
+50,706
605
$49.5M 0.02%
826,198
-100,770
606
$49.3M 0.02%
3,271,755
+397,249
607
$49.3M 0.02%
2,254,214
+1,691,673
608
$49.1M 0.02%
341,988
-688,129
609
$49M 0.02%
1,595,468
+359,090
610
$49M 0.02%
609,863
+133,162
611
$48.6M 0.02%
1,856,352
+46,995
612
$48.5M 0.02%
753,817
+28,506
613
$48.5M 0.02%
351,810
+126,726
614
$48.5M 0.02%
1,754,592
-216,220
615
$48.5M 0.02%
3,656,568
+170,067
616
$48.4M 0.02%
659,865
+27,237
617
$48.3M 0.02%
868,841
-67,440
618
$48.3M 0.02%
2,190,266
-244,273
619
$48.1M 0.02%
944,913
-46,922
620
$48M 0.02%
1,029,285
-13,830
621
$47.9M 0.02%
1,131,542
+349,218
622
$47.9M 0.02%
656,805
-24,057
623
$47.6M 0.02%
774,591
+270,910
624
$47.5M 0.02%
675,233
+100,317
625
$47.5M 0.02%
1,754,478
-432,075
23 24
25
26 27