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
801
$32.3M 0.01%
633,849
+280,691
802
$32.2M 0.01%
536,849
+287,428
803
$32.2M 0.01%
419,954
+160,847
804
$32M 0.01%
398,768
+106,192
805
$32M 0.01%
633,131
-7,985
806
$31.8M 0.01%
301,235
+106,935
807
$31.7M 0.01%
211,445
+77,636
808
$31.7M 0.01%
649,664
+18,617
809
$31.6M 0.01%
1,559,911
+1,680
810
$31.6M 0.01%
651,121
+134,594
811
$31.6M 0.01%
566,582
+286,681
812
$31.6M 0.01%
585,523
+207,307
813
$31.4M 0.01%
2,108,731
-17,988
814
$31.4M 0.01%
146,853
+117,382
815
$31.2M 0.01%
2,183,750
-10,972
816
$31.2M 0.01%
610,534
+28,777
817
$31.1M 0.01%
653,324
-134,516
818
$31.1M 0.01%
343,361
-3,251
819
$30.9M 0.01%
8,120
+1,431
820
$30.9M 0.01%
332,994
+28,410
821
$30.9M 0.01%
391,921
+39,062
822
$30.9M 0.01%
1,886,182
+77,233
823
$30.9M 0.01%
26,992
+7,949
824
$30.8M 0.01%
267,453
-514
825
$30.8M 0.01%
213,940
-74,478
31 32
33
34 35