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
876
$28.1M 0.01%
399,454
+92,884
877
$28.1M 0.01%
605,221
+83,845
878
$28M 0.01%
521,928
+221,274
879
$27.9M 0.01%
144,836
-1,287
880
$27.9M 0.01%
287,340
+47,016
881
$27.7M 0.01%
183,249
-112,129
882
$27.7M 0.01%
600,102
+522,882
883
$27.6M 0.01%
2,089,096
-311,331
884
$27.5M 0.01%
1,649,286
-5,741,989
885
$27.5M 0.01%
252,165
-954
886
$27.5M 0.01%
72,536
-4,165
887
$27.5M 0.01%
585,464
+74
888
$27.4M 0.01%
587,110
+467,298
889
$27.4M 0.01%
176,725
+28,222
890
$27.3M 0.01%
1,470,028
-23,686
891
$27.3M 0.01%
405,052
+348,695
892
$27.2M 0.01%
1,804,974
+179,882
893
$27.2M 0.01%
1,464,409
+145,516
894
$27.2M 0.01%
420,009
-9,850
895
$27.2M 0.01%
303,932
+55,059
896
$27.1M 0.01%
850,022
+440,111
897
$27M 0.01%
514,314
+98,093
898
$27M 0.01%
191,917
-67,358
899
$27M 0.01%
1,120,493
-119,414
900
$26.8M 0.01%
427,054
+147,459
34 35
36
37 38