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
1701
$7.41M ﹤0.01%
114,817
+84
1702
$7.4M ﹤0.01%
382,182
-453,480
1703
$7.4M ﹤0.01%
81,023
+4,073
1704
$7.38M ﹤0.01%
347,142
+15,737
1705
$7.37M ﹤0.01%
216,996
-5,585
1706
$7.35M ﹤0.01%
594,833
+29,272
1707
$7.34M ﹤0.01%
375,914
+161,585
1708
$7.33M ﹤0.01%
251,326
+108,706
1709
$7.33M ﹤0.01%
246,238
-2,358
1710
$7.27M ﹤0.01%
87,205
+31,765
1711
$7.26M ﹤0.01%
155,650
-13,091
1712
$7.26M ﹤0.01%
378,739
+268,033
1713
$7.26M ﹤0.01%
513,487
+117,207
1714
$7.25M ﹤0.01%
208,810
-54,133
1715
$7.25M ﹤0.01%
340,336
+152,512
1716
$7.24M ﹤0.01%
170,809
+73,164
1717
$7.23M ﹤0.01%
102,011
+45,748
1718
$7.22M ﹤0.01%
207,522
+75,969
1719
$7.22M ﹤0.01%
132,011
+126,842
1720
$7.21M ﹤0.01%
186,646
-17,292
1721
$7.2M ﹤0.01%
125,747
+17,452
1722
$7.2M ﹤0.01%
506,073
+10,692
1723
$7.18M ﹤0.01%
371,058
+266,905
1724
$7.18M ﹤0.01%
140,805
-17,952
1725
$7.17M ﹤0.01%
135,538
+56,108
67 68
69
70 71