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
1051
$20.6M 0.01%
597,519
-46,418
1052
$20.6M 0.01%
509,885
+3,106
1053
$20.5M 0.01%
437,465
+35,782
1054
$20.5M 0.01%
119,345
+48,028
1055
$20.5M 0.01%
963,677
-30,375
1056
$20.5M 0.01%
192,024
+19,616
1057
$20.5M 0.01%
748,215
-417,710
1058
$20.4M 0.01%
452,933
-53,095
1059
$20.4M 0.01%
959,536
+23,059
1060
$20.3M 0.01%
1,014,099
+30,444
1061
$20.3M 0.01%
309,808
+175,393
1062
$20.3M 0.01%
504,099
+65,385
1063
$20.3M 0.01%
336,463
+21,010
1064
$20.2M 0.01%
545,479
+182,653
1065
$20.2M 0.01%
985,372
+368,853
1066
$20.2M 0.01%
154,369
+72,020
1067
$20.1M 0.01%
235,149
+29,517
1068
$20.1M 0.01%
483,213
+95,333
1069
$20.1M 0.01%
655,633
-29,400
1070
$20M 0.01%
2,241,448
+11,845
1071
$20M 0.01%
290,469
-20
1072
$20M 0.01%
121,746
+53,629
1073
$19.9M 0.01%
578,503
-33,993
1074
$19.8M 0.01%
340,575
-53,637
1075
$19.8M 0.01%
1,143,072
+142,282
41 42
43
44 45