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
751
$35.8M 0.01%
1,434,472
-35,166
752
$35.8M 0.01%
683,702
+17,710
753
$35.8M 0.01%
451,851
-30,235
754
$35.7M 0.01%
1,741,133
-387,643
755
$35.4M 0.01%
1,660,305
-23,638
756
$35.4M 0.01%
1,915,556
+848,646
757
$35.3M 0.01%
1,082,695
+68,751
758
$35.1M 0.01%
825,675
-96,332
759
$35.1M 0.01%
134,246
+25,524
760
$35M 0.01%
2,548,398
+276,964
761
$34.9M 0.01%
312,462
-1,710
762
$34.8M 0.01%
597,450
-8,656
763
$34.8M 0.01%
970,056
+40,545
764
$34.8M 0.01%
347,597
-5,898
765
$34.7M 0.01%
2,100,726
+565,042
766
$34.7M 0.01%
2,912,096
+2,843,049
767
$34.7M 0.01%
5,142,929
+106,384
768
$34.7M 0.01%
803,753
+14,434
769
$34.6M 0.01%
1,527,284
+305,957
770
$34.4M 0.01%
2,621,628
-207,119
771
$34.3M 0.01%
944,837
+1,926
772
$34.2M 0.01%
322,304
+149,334
773
$33.9M 0.01%
474,662
+81,665
774
$33.9M 0.01%
564,758
+50,508
775
$33.9M 0.01%
831,500
-143,024
29 30
31
32 33