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
726
$37.4M 0.01%
539,561
+124,457
727
$37.4M 0.01%
274,159
+114,891
728
$37.3M 0.01%
1,001,930
+91,682
729
$37.3M 0.01%
2,068,516
+33,656
730
$37.2M 0.01%
493,551
+208,986
731
$37.1M 0.01%
932,500
+74,290
732
$37M 0.01%
1,487,366
+97,386
733
$37M 0.01%
2,573,075
+390,829
734
$37M 0.01%
286,494
-7,972
735
$36.7M 0.01%
682,538
-51,071
736
$36.6M 0.01%
1,934,952
+285,664
737
$36.5M 0.01%
1,308,735
+180,630
738
$36.4M 0.01%
527,966
-37,790
739
$36.3M 0.01%
5,165,184
+836,987
740
$36.3M 0.01%
861,566
+10,447
741
$36.2M 0.01%
419,182
-6,976
742
$36.2M 0.01%
5,507,582
+5,427,590
743
$36.1M 0.01%
819,609
+61,646
744
$36.1M 0.01%
1,527,837
+54,365
745
$36M 0.01%
378,557
+167,272
746
$36M 0.01%
826,645
+205,186
747
$36M 0.01%
715,646
+27,362
748
$35.9M 0.01%
495,618
-30,995
749
$35.9M 0.01%
526,843
+197,890
750
$35.9M 0.01%
1,367,710
+127,435
28 29
30
31 32