UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$957M 0.33%
4,223,659
+698,045
52
$944M 0.33%
5,700,416
-275,533
53
$903M 0.31%
25,645,996
-831,010
54
$855M 0.3%
4,218,895
+153,210
55
$834M 0.29%
6,126,695
-267,797
56
$822M 0.29%
22,115,087
-2,036,083
57
$821M 0.29%
6,008,138
+500,432
58
$818M 0.28%
3,559,873
+324,872
59
$791M 0.28%
2,674,507
-45,344
60
$787M 0.27%
26,877,060
+10,184,694
61
$781M 0.27%
60,876,898
-10,966,976
62
$774M 0.27%
17,259,793
+4,899,627
63
$767M 0.27%
5,622,396
-108,533
64
$765M 0.27%
8,083,807
+467,073
65
$764M 0.27%
4,225,587
+43,252
66
$762M 0.27%
6,840,852
+103,074
67
$752M 0.26%
5,859,718
+472,017
68
$751M 0.26%
17,777,788
+15,425,053
69
$745M 0.26%
16,755,122
+994,649
70
$740M 0.26%
12,053,702
-157,666
71
$740M 0.26%
3,474,595
-662,064
72
$727M 0.25%
3,014,125
+251,813
73
$698M 0.24%
6,871,473
-365,815
74
$697M 0.24%
5,816,825
+180,099
75
$693M 0.24%
6,955,092
+503,673
1 2
3
4 5