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
851
$29.8M 0.01%
353,372
-24,611
852
$29.7M 0.01%
241,239
-193,583
853
$29.7M 0.01%
1,239,680
-1,692
854
$29.6M 0.01%
456,048
+122,480
855
$29.6M 0.01%
1,012,913
+190,811
856
$29.6M 0.01%
198,089
+65,094
857
$29.5M 0.01%
803,531
+188,025
858
$29.4M 0.01%
2,931,903
+76,829
859
$29.4M 0.01%
288,936
-7,151
860
$29.3M 0.01%
422,804
+15,492
861
$29.3M 0.01%
285,023
+115,495
862
$29.2M 0.01%
1,010,282
+45,279
863
$29.2M 0.01%
78,913
+10,719
864
$29.2M 0.01%
386,924
+186,644
865
$29.1M 0.01%
320,942
+115,843
866
$29M 0.01%
112,676
+26,662
867
$28.9M 0.01%
827,520
+52,853
868
$28.9M 0.01%
430,872
+81,022
869
$28.8M 0.01%
815,372
-58,474
870
$28.7M 0.01%
205,345
+19,632
871
$28.6M 0.01%
177,344
-27,349
872
$28.4M 0.01%
199,021
+11,801
873
$28.4M 0.01%
1,110,613
+692,939
874
$28.3M 0.01%
831,058
+164,839
875
$28.1M 0.01%
1,765,032
-452,829
33 34
35
36 37