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
776
$33.9M 0.01%
634,019
-20,269
777
$33.7M 0.01%
89,580
+14,074
778
$33.6M 0.01%
116,772
+37,420
779
$33.5M 0.01%
465,153
+48,008
780
$33.4M 0.01%
581,813
+48,431
781
$33.4M 0.01%
512,187
-25,887
782
$33.4M 0.01%
320,265
+93,036
783
$33.2M 0.01%
823,122
-9,948
784
$33.2M 0.01%
1,573,283
+937,110
785
$33.2M 0.01%
499,207
+178,162
786
$33.1M 0.01%
2,515,949
+141,292
787
$33.1M 0.01%
45,937
+33,186
788
$33M 0.01%
530,640
+272,424
789
$33M 0.01%
376,301
+110,998
790
$32.9M 0.01%
305,597
+2,902
791
$32.9M 0.01%
619,025
+29,607
792
$32.8M 0.01%
498,106
-34,583
793
$32.7M 0.01%
572,800
-26,816
794
$32.7M 0.01%
825,592
-176,024
795
$32.6M 0.01%
263,644
+97,948
796
$32.6M 0.01%
441,087
+32,749
797
$32.5M 0.01%
62,632
+105
798
$32.4M 0.01%
281,393
+53,326
799
$32.4M 0.01%
625,209
+233,400
800
$32.3M 0.01%
1,335,246
-12,936
30 31
32
33 34