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
1326
$12.8M ﹤0.01%
825,658
-4,190
1327
$12.8M ﹤0.01%
138,379
-10,312
1328
$12.8M ﹤0.01%
472,991
-78,988
1329
$12.7M ﹤0.01%
433,092
+51,510
1330
$12.7M ﹤0.01%
225,787
+93,798
1331
$12.7M ﹤0.01%
240,581
+18,490
1332
$12.7M ﹤0.01%
278,858
+140,666
1333
$12.6M ﹤0.01%
375,315
-30,101
1334
$12.6M ﹤0.01%
411,725
+139,486
1335
$12.6M ﹤0.01%
324,450
-1,672
1336
$12.6M ﹤0.01%
625,854
+8,552
1337
$12.6M ﹤0.01%
99,966
-61,765
1338
$12.6M ﹤0.01%
492,905
+54,008
1339
$12.5M ﹤0.01%
205,469
-9,970
1340
$12.5M ﹤0.01%
144,596
+50,098
1341
$12.5M ﹤0.01%
756,376
-22,732
1342
$12.5M ﹤0.01%
514,803
+115,455
1343
$12.5M ﹤0.01%
59,676
+1,074
1344
$12.5M ﹤0.01%
612,667
+328,770
1345
$12.5M ﹤0.01%
402,212
-18,819
1346
$12.4M ﹤0.01%
94,941
+8,472
1347
$12.4M ﹤0.01%
362,179
-23,342
1348
$12.4M ﹤0.01%
306,519
+179,622
1349
$12.4M ﹤0.01%
575,816
-55,764
1350
$12.4M ﹤0.01%
508,660
-307,428
52 53
54
55 56