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
1451
$10.8M ﹤0.01%
170,915
-95,672
1452
$10.8M ﹤0.01%
273,519
+35,248
1453
$10.7M ﹤0.01%
1,127,957
-64,838
1454
$10.7M ﹤0.01%
156,480
+83,702
1455
$10.7M ﹤0.01%
201,759
-34,985
1456
$10.7M ﹤0.01%
69,361
+20,999
1457
$10.6M ﹤0.01%
127,756
+61,277
1458
$10.6M ﹤0.01%
2,477,843
+14,488
1459
$10.6M ﹤0.01%
262,485
-72,987
1460
$10.6M ﹤0.01%
327,921
+47,133
1461
$10.6M ﹤0.01%
100,562
+29,679
1462
$10.6M ﹤0.01%
650,727
+100,491
1463
$10.6M ﹤0.01%
3,024,265
+393,660
1464
$10.5M ﹤0.01%
920,256
+388,429
1465
$10.5M ﹤0.01%
463,842
+5,908
1466
$10.5M ﹤0.01%
469,335
-606,477
1467
$10.5M ﹤0.01%
335,050
+148,409
1468
$10.4M ﹤0.01%
429,027
+84,623
1469
$10.3M ﹤0.01%
1,860,240
-165,722
1470
$10.3M ﹤0.01%
49,306
+38,018
1471
$10.3M ﹤0.01%
948,049
-604,933
1472
$10.3M ﹤0.01%
208,211
+5,712
1473
$10.3M ﹤0.01%
993,481
+38,358
1474
$10.3M ﹤0.01%
160,237
+20,404
1475
$10.3M ﹤0.01%
102,583
+21,772
57 58
59
60 61