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
676
$41.1M 0.01%
1,593,070
+86,050
677
$41.1M 0.01%
1,761,287
-967,384
678
$41.1M 0.01%
882,039
-6,213
679
$41M 0.01%
1,797,929
-126,629
680
$40.9M 0.01%
5,968,283
+1,230,148
681
$40.9M 0.01%
1,340,741
+46,258
682
$40.9M 0.01%
746,023
+15,258
683
$40.9M 0.01%
154,171
-19,849
684
$40.8M 0.01%
1,024,123
-43,669
685
$40.7M 0.01%
1,076,018
+185,949
686
$40.6M 0.01%
2,034,793
+1,899,454
687
$40.2M 0.01%
1,587,610
-36,405
688
$40.1M 0.01%
308,817
+10,254
689
$40.1M 0.01%
1,067,167
+193,614
690
$40.1M 0.01%
268,458
-167,067
691
$39.9M 0.01%
2,206,689
+1,036,726
692
$39.8M 0.01%
1,114,113
+263,778
693
$39.8M 0.01%
1,884,018
+766,723
694
$39.7M 0.01%
703,363
+278,892
695
$39.6M 0.01%
286,502
+11,618
696
$39.6M 0.01%
1,696,810
-17,800
697
$39.5M 0.01%
1,487,472
+323,671
698
$39.5M 0.01%
824,053
-30,023
699
$39.4M 0.01%
937,236
-51,202
700
$39.3M 0.01%
811,015
-6,053
26 27
28
29 30