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
126
$422M 0.15%
3,602,435
+312,414
127
$411M 0.14%
6,893,496
+64,137
128
$411M 0.14%
4,853,810
+516,410
129
$406M 0.14%
2,752,381
-379,480
130
$406M 0.14%
1,970,613
+269,382
131
$397M 0.14%
3,668,849
-348,184
132
$381M 0.13%
3,041,446
+668,570
133
$368M 0.13%
2,873,064
-72,409
134
$359M 0.12%
4,220,081
-77,526
135
$354M 0.12%
3,744,975
+764,314
136
$353M 0.12%
1,607,621
+217,386
137
$349M 0.12%
6,580,144
+344,049
138
$346M 0.12%
5,318,356
+647,904
139
$339M 0.12%
3,836,644
+609,999
140
$338M 0.12%
5,231,719
-6,159,042
141
$333M 0.12%
3,267,110
-341,224
142
$332M 0.12%
4,076,435
-2,319,369
143
$329M 0.11%
10,951,299
-127,467
144
$323M 0.11%
1,132,991
-108,368
145
$319M 0.11%
9,870,080
+2,338,390
146
$316M 0.11%
3,768,690
+86,740
147
$316M 0.11%
5,023,760
-360,290
148
$315M 0.11%
5,630,752
+612,804
149
$313M 0.11%
4,622,330
+121,340
150
$307M 0.11%
5,717,297
+180,310
4 5
6
7 8