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
101
$535M 0.19%
4,757,860
+23,317
102
$527M 0.18%
16,666,150
+527,530
103
$524M 0.18%
1,754,305
+382
104
$523M 0.18%
6,546,597
+683,465
105
$521M 0.18%
2,522,867
+127,114
106
$520M 0.18%
17,790,015
+1,721,460
107
$514M 0.18%
4,014,045
-31,554
108
$512M 0.18%
9,525,371
+1,254,117
109
$509M 0.18%
5,026,239
+476,101
110
$493M 0.17%
5,382,014
-612,908
111
$492M 0.17%
5,560,285
+405,020
112
$492M 0.17%
2,953,250
+50,476
113
$490M 0.17%
3,431,019
-8,876
114
$490M 0.17%
3,316,354
-31,554
115
$483M 0.17%
12,189,738
+1,253,595
116
$483M 0.17%
11,062,406
-1,389,795
117
$456M 0.16%
77,560,400
+3,300,680
118
$453M 0.16%
11,028,249
+522,721
119
$451M 0.16%
5,027,664
+127,670
120
$441M 0.15%
3,253,801
-6,291
121
$439M 0.15%
3,371,936
+121,910
122
$437M 0.15%
1,164,752
-37,520
123
$436M 0.15%
5,016,942
+824,041
124
$424M 0.15%
8,928,767
+364,038
125
$423M 0.15%
12,882,520
-821,319
3 4
5
6 7