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
1676
$7.65M ﹤0.01%
489,823
-152,830
1677
$7.63M ﹤0.01%
259,639
+134,865
1678
$7.62M ﹤0.01%
36,855
+2,724
1679
$7.62M ﹤0.01%
299,562
+218,834
1680
$7.62M ﹤0.01%
165,781
+110,962
1681
$7.61M ﹤0.01%
99,346
-43,648
1682
$7.6M ﹤0.01%
181,324
+39,351
1683
$7.59M ﹤0.01%
162,639
+37,178
1684
$7.59M ﹤0.01%
144,304
-491,422
1685
$7.59M ﹤0.01%
758,148
-27,418
1686
$7.57M ﹤0.01%
621,079
-38,624
1687
$7.53M ﹤0.01%
71,007
+5,137
1688
$7.53M ﹤0.01%
48,826
+10,073
1689
$7.51M ﹤0.01%
87,576
+34,746
1690
$7.49M ﹤0.01%
336,811
+146,848
1691
$7.49M ﹤0.01%
662,983
+512,777
1692
$7.49M ﹤0.01%
241,810
+60,107
1693
$7.48M ﹤0.01%
140,919
+61,477
1694
$7.47M ﹤0.01%
92,190
+8,672
1695
$7.46M ﹤0.01%
29,853
+18,803
1696
$7.46M ﹤0.01%
341,259
+88,196
1697
$7.44M ﹤0.01%
318,212
+92,147
1698
$7.42M ﹤0.01%
280,697
+145,512
1699
$7.42M ﹤0.01%
106,193
+20,418
1700
$7.41M ﹤0.01%
116,174
-51,033
66 67
68
69 70