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
1276
$13.8M ﹤0.01%
134,892
+3,332
1277
$13.8M ﹤0.01%
357,757
-12,931
1278
$13.7M ﹤0.01%
91,906
-36,097
1279
$13.7M ﹤0.01%
458,765
-27,354
1280
$13.7M ﹤0.01%
211,709
-8,014
1281
$13.7M ﹤0.01%
185,770
-72,434
1282
$13.6M ﹤0.01%
137,993
+25,485
1283
$13.6M ﹤0.01%
88,175
-24,626
1284
$13.6M ﹤0.01%
660,303
-65,224
1285
$13.6M ﹤0.01%
978,595
-700
1286
$13.6M ﹤0.01%
531,201
+77,332
1287
$13.5M ﹤0.01%
206,074
-1,029
1288
$13.5M ﹤0.01%
129,460
+16,283
1289
$13.5M ﹤0.01%
36,112
+20,397
1290
$13.5M ﹤0.01%
1,189,597
+58,893
1291
$13.5M ﹤0.01%
106,706
+28,520
1292
$13.5M ﹤0.01%
169,099
-19,754
1293
$13.5M ﹤0.01%
312,407
+35,783
1294
$13.5M ﹤0.01%
326,774
+175,871
1295
$13.5M ﹤0.01%
1,116,223
-94,446
1296
$13.4M ﹤0.01%
196,633
+18,120
1297
$13.4M ﹤0.01%
1,459,672
-19,167
1298
$13.4M ﹤0.01%
817,039
+44,411
1299
$13.4M ﹤0.01%
375,118
+89,273
1300
$13.4M ﹤0.01%
562,541
+13,810
50 51
52
53 54