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
1651
$7.91M ﹤0.01%
409,017
+54,506
1652
$7.9M ﹤0.01%
264,757
+18,589
1653
$7.86M ﹤0.01%
106,242
+90,140
1654
$7.86M ﹤0.01%
318,910
-338,236
1655
$7.85M ﹤0.01%
336,755
+6,743
1656
$7.84M ﹤0.01%
49,760
+359
1657
$7.83M ﹤0.01%
150,296
+47,890
1658
$7.82M ﹤0.01%
156,666
+48,130
1659
$7.81M ﹤0.01%
136,814
+513
1660
$7.79M ﹤0.01%
20,603
+11,841
1661
$7.78M ﹤0.01%
336,447
+164,188
1662
$7.76M ﹤0.01%
201,184
-1,310
1663
$7.76M ﹤0.01%
301,223
+5,865
1664
$7.76M ﹤0.01%
155,066
-33,226
1665
$7.76M ﹤0.01%
412,857
+27,533
1666
$7.74M ﹤0.01%
307,250
-468
1667
$7.73M ﹤0.01%
213,502
+9,980
1668
$7.72M ﹤0.01%
130,602
+20,932
1669
$7.71M ﹤0.01%
72,618
+6,897
1670
$7.7M ﹤0.01%
256,961
-91,608
1671
$7.67M ﹤0.01%
281,168
-442,435
1672
$7.67M ﹤0.01%
210,287
-2,002
1673
$7.66M ﹤0.01%
69,598
+32,792
1674
$7.65M ﹤0.01%
196,873
+98,408
1675
$7.65M ﹤0.01%
45,810
+5,190
65 66
67
68 69