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
926
$25.6M 0.01%
257,073
+25,098
927
$25.6M 0.01%
379,064
+2,335
928
$25.6M 0.01%
552,775
-48,605
929
$25.6M 0.01%
1,423,173
+131,580
930
$25.5M 0.01%
150,798
+55,492
931
$25.5M 0.01%
1,833,583
+99,366
932
$25.5M 0.01%
739,039
-102,766
933
$25.5M 0.01%
3,762,317
-36,468
934
$25.5M 0.01%
179,224
+32,670
935
$25.4M 0.01%
879,424
-3,456
936
$25.4M 0.01%
366,016
-24,588
937
$25.4M 0.01%
499,510
+30,464
938
$25.3M 0.01%
1,546,283
+112,771
939
$25.3M 0.01%
952,033
+73,945
940
$25.2M 0.01%
449,708
+162,809
941
$25.2M 0.01%
515,047
-5,740
942
$25.2M 0.01%
605,861
+11,090
943
$25.1M 0.01%
576,093
-532,853
944
$25M 0.01%
570,240
+24,330
945
$25M 0.01%
225,202
+122,625
946
$24.9M 0.01%
651,479
+72,533
947
$24.9M 0.01%
836,123
+175,222
948
$24.8M 0.01%
1,480,756
-349,517
949
$24.8M 0.01%
807,595
-113,195
950
$24.8M 0.01%
1,350,083
-40,605
36 37
38
39 40