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
1726
$7.14M ﹤0.01%
751,168
-4,653
1727
$7.14M ﹤0.01%
36,775
+11,165
1728
$7.14M ﹤0.01%
82,979
+44,083
1729
$7.14M ﹤0.01%
105,140
+44,974
1730
$7.11M ﹤0.01%
2,160,344
+2,135,869
1731
$7.1M ﹤0.01%
504,182
+60,822
1732
$7.1M ﹤0.01%
207,126
-23,823
1733
$7.09M ﹤0.01%
94,777
+46,180
1734
$7.07M ﹤0.01%
342,118
+155,864
1735
$7.06M ﹤0.01%
173,173
+81,891
1736
$7.04M ﹤0.01%
405,024
+189,485
1737
$7.04M ﹤0.01%
481,243
-10,577
1738
$7.03M ﹤0.01%
266,410
+84,653
1739
$7.03M ﹤0.01%
275,506
-37,816
1740
$6.99M ﹤0.01%
281,150
-201,631
1741
$6.99M ﹤0.01%
199,049
+121,433
1742
$6.95M ﹤0.01%
6,485
+1,254
1743
$6.95M ﹤0.01%
725,940
+535,247
1744
$6.94M ﹤0.01%
91,319
+58,096
1745
$6.91M ﹤0.01%
398,001
+25,385
1746
$6.91M ﹤0.01%
527,640
-29,739
1747
$6.9M ﹤0.01%
1,739,775
-893,423
1748
$6.89M ﹤0.01%
272,755
+82,927
1749
$6.89M ﹤0.01%
38,266
+27,460
1750
$6.89M ﹤0.01%
177,632
+9,479
68 69
70
71 72