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
626
$47.4M 0.02%
1,873,553
+257,909
627
$47.1M 0.02%
792,948
-497,042
628
$47.1M 0.02%
779,579
+22,718
629
$46.8M 0.02%
818,790
+18,230
630
$46.3M 0.02%
177,681
-10,755
631
$46.2M 0.02%
9,729,628
+2,904,377
632
$46M 0.02%
1,521,960
+26,325
633
$45.9M 0.02%
432,279
+93,937
634
$45.8M 0.02%
423,469
+196,553
635
$45.8M 0.02%
742,300
-234,519
636
$45.7M 0.02%
2,100,452
+968,192
637
$45.6M 0.02%
495,252
+471,223
638
$45.6M 0.02%
2,731,803
+189,413
639
$45.3M 0.02%
967,249
-20,355
640
$45.2M 0.02%
293,972
-9,040
641
$45.2M 0.02%
120,442
-20,670
642
$45.2M 0.02%
282,041
-169,513
643
$45M 0.02%
752,003
+650,385
644
$44.9M 0.02%
488,076
-241,854
645
$44.9M 0.02%
406,398
+246,065
646
$44.5M 0.02%
454,655
+11,739
647
$44.5M 0.02%
5,717,578
-3,459,607
648
$44.4M 0.02%
847,056
+7,240
649
$44.4M 0.02%
883,223
+93,805
650
$44.4M 0.02%
1,028,185
-19,595
24 25
26
27 28