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
1001
$22.7M 0.01%
1,077,587
+1,039,954
1002
$22.7M 0.01%
1,430,380
+2,652
1003
$22.5M 0.01%
344,951
+10,339
1004
$22.5M 0.01%
252,518
+110,954
1005
$22.5M 0.01%
1,110,634
+388,234
1006
$22.5M 0.01%
775,213
-43,067
1007
$22.4M 0.01%
415,654
-3,449
1008
$22.4M 0.01%
550,346
-37,462
1009
$22.3M 0.01%
565,402
-103,423
1010
$22.3M 0.01%
190,475
+47,939
1011
$22.3M 0.01%
1,653,127
+103,875
1012
$22.3M 0.01%
728,994
-350,441
1013
$22.2M 0.01%
2,639,897
-9,731
1014
$22.1M 0.01%
544,108
+24,338
1015
$22M 0.01%
422,699
+6,923
1016
$21.9M 0.01%
1,329,451
+120,098
1017
$21.9M 0.01%
102,902
-20,835
1018
$21.8M 0.01%
274,515
+110,270
1019
$21.7M 0.01%
593,189
+9,168
1020
$21.6M 0.01%
1,076,930
-310,377
1021
$21.6M 0.01%
497,148
-4,525,666
1022
$21.6M 0.01%
390,966
+16,146
1023
$21.6M 0.01%
90,791
+9,033
1024
$21.5M 0.01%
77,838
+12,679
1025
$21.5M 0.01%
888,170
+882,206
39 40
41
42 43