UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$680M 0.24%
9,750,986
+608,455
77
$657M 0.23%
7,473,148
+1,201,812
78
$655M 0.23%
5,714,240
+93,036
79
$652M 0.23%
10,163,249
+3,538,088
80
$651M 0.23%
1,295,027
-68,002
81
$645M 0.22%
3,042,937
-4,110,916
82
$642M 0.22%
9,779,572
-367,093
83
$642M 0.22%
3,808,954
+263,573
84
$639M 0.22%
13,189,508
-265,280
85
$632M 0.22%
22,428,497
+747,987
86
$631M 0.22%
5,061,415
+204,947
87
$627M 0.22%
20,365,041
+3,047,158
88
$626M 0.22%
3,846,425
+65,961
89
$625M 0.22%
11,342,973
+359,947
90
$603M 0.21%
10,710,427
+9,819,277
91
$603M 0.21%
2,461,538
-14,590
92
$597M 0.21%
6,450,321
+67,500
93
$594M 0.21%
5,214,876
-631,619
94
$590M 0.21%
4,242,383
+1,389,371
95
$579M 0.2%
3,716,543
+208,417
96
$569M 0.2%
4,914,022
-81,379
97
$565M 0.2%
3,412,807
+192,701
98
$565M 0.2%
6,065,808
+1,168,418
99
$564M 0.2%
9,233,335
+367,985
100
$544M 0.19%
7,325,454
+266,827
2 3
4
5 6