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
701
$39.2M 0.01%
393,200
+190,167
702
$39.1M 0.01%
466,086
+339,550
703
$39M 0.01%
1,971,340
-61,050
704
$38.9M 0.01%
1,670,064
-173,836
705
$38.8M 0.01%
369,455
+100,254
706
$38.7M 0.01%
1,432,033
+1,403,371
707
$38.5M 0.01%
1,805,646
+125,649
708
$38.5M 0.01%
276,587
+78,036
709
$38.5M 0.01%
559,761
+79,611
710
$38.5M 0.01%
67,258
+31,306
711
$38.4M 0.01%
631,843
+38,726
712
$38.3M 0.01%
268,053
+87,699
713
$38.1M 0.01%
888,490
-16,834
714
$38.1M 0.01%
2,995,072
-1,115,824
715
$38M 0.01%
342,458
+127,705
716
$37.9M 0.01%
716,164
+73,910
717
$37.9M 0.01%
592,226
-14,595
718
$37.9M 0.01%
1,079,706
-14,370
719
$37.8M 0.01%
1,091,290
+486,000
720
$37.7M 0.01%
429,282
+62,726
721
$37.6M 0.01%
812,221
-192,157
722
$37.6M 0.01%
1,472,791
+33,182
723
$37.5M 0.01%
641,903
-432,928
724
$37.4M 0.01%
362,196
+1,923
725
$37.4M 0.01%
457,652
-9,507
27 28
29
30 31