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
651
$44.3M 0.02%
927,919
-539,752
652
$44M 0.02%
552,194
-67,495
653
$43.9M 0.02%
715,377
+42,333
654
$43.6M 0.02%
1,073,987
+424,849
655
$43.4M 0.02%
2,973,942
+182,252
656
$43.4M 0.02%
760,380
-126,258
657
$43.2M 0.02%
346,831
-97,558
658
$43M 0.02%
1,589,584
+571,536
659
$42.9M 0.01%
1,923,828
-389,663
660
$42.9M 0.01%
2,210,813
-36,942
661
$42.6M 0.01%
1,080,056
+59,287
662
$42.4M 0.01%
2,625,870
-91,298
663
$42.4M 0.01%
785,933
+20,937
664
$42.3M 0.01%
1,349,921
-77,787
665
$41.9M 0.01%
1,554,760
-181,389
666
$41.7M 0.01%
1,371,672
+1,047,032
667
$41.5M 0.01%
688,836
-2,274,697
668
$41.4M 0.01%
1,303,652
+349,246
669
$41.4M 0.01%
701,942
-54,024
670
$41.4M 0.01%
879,764
+825,300
671
$41.4M 0.01%
272,743
+55,760
672
$41.3M 0.01%
1,615,042
+214,910
673
$41.3M 0.01%
2,404,616
+963,960
674
$41.2M 0.01%
1,997,841
+135,363
675
$41.2M 0.01%
571,820
-406
25 26
27
28 29