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
1026
$21.4M 0.01%
239,621
-32,468
1027
$21.3M 0.01%
606,704
-20,249
1028
$21.3M 0.01%
130,744
+35,070
1029
$21.3M 0.01%
946,361
-8,038
1030
$21.3M 0.01%
356,615
+187,937
1031
$21.2M 0.01%
245,918
-995
1032
$21.2M 0.01%
1,333,820
+130,085
1033
$21.1M 0.01%
530,298
+351,397
1034
$21M 0.01%
458,783
+45,402
1035
$21M 0.01%
692,430
-35,331
1036
$21M 0.01%
524,594
-273,843
1037
$20.9M 0.01%
258,345
+9,566
1038
$20.9M 0.01%
788,030
+24,212
1039
$20.9M 0.01%
288,350
-7,593
1040
$20.9M 0.01%
457,851
-107,255
1041
$20.8M 0.01%
463,714
+27,458
1042
$20.8M 0.01%
1,238,384
+45,166
1043
$20.8M 0.01%
216,716
+61,963
1044
$20.8M 0.01%
725,199
+297,523
1045
$20.8M 0.01%
833,328
-177,285
1046
$20.7M 0.01%
235,546
+35,923
1047
$20.7M 0.01%
1,422,782
+164,323
1048
$20.7M 0.01%
951,340
+448,249
1049
$20.7M 0.01%
850,283
+119,738
1050
$20.7M 0.01%
25,900
+7,185
40 41
42
43 44