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
826
$30.8M 0.01%
1,255,261
+50,982
827
$30.8M 0.01%
188,746
+85,801
828
$30.7M 0.01%
473,545
-12,261
829
$30.7M 0.01%
843,245
+748,374
830
$30.6M 0.01%
712,709
+136,782
831
$30.5M 0.01%
278,359
+65,625
832
$30.5M 0.01%
819,151
+392,762
833
$30.5M 0.01%
2,850,025
+213,891
834
$30.5M 0.01%
3,403,252
+116,956
835
$30.4M 0.01%
1,373,093
+42,701
836
$30.3M 0.01%
2,116,685
+684,849
837
$30.3M 0.01%
235,485
+60,425
838
$30.2M 0.01%
118,372
+8,520
839
$30.2M 0.01%
318,267
+86,100
840
$30.2M 0.01%
2,659,923
-430,653
841
$30.1M 0.01%
3,756,552
+248,407
842
$30.1M 0.01%
915,161
-46,624
843
$30M 0.01%
1,001,222
+781,513
844
$30M 0.01%
357,368
+59,112
845
$30M 0.01%
587,385
-110,725
846
$29.9M 0.01%
1,095,388
+6,691
847
$29.9M 0.01%
328,018
+116,524
848
$29.8M 0.01%
1,175,735
-9,355
849
$29.8M 0.01%
248,917
+108,196
850
$29.8M 0.01%
439,666
-4,189
32 33
34
35 36