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
2001
$4.96M ﹤0.01%
1,126,609
+531,544
2002
$4.95M ﹤0.01%
137,899
+61,587
2003
$4.95M ﹤0.01%
183,906
+67,019
2004
$4.95M ﹤0.01%
272,841
+5,045
2005
$4.95M ﹤0.01%
771,538
+155,604
2006
$4.92M ﹤0.01%
155,338
-27,916
2007
$4.9M ﹤0.01%
69,817
+25,551
2008
$4.88M ﹤0.01%
194,992
-31,468
2009
$4.88M ﹤0.01%
65,930
-14,507
2010
$4.88M ﹤0.01%
36,609
-6,419
2011
$4.88M ﹤0.01%
81,110
-7,210
2012
$4.88M ﹤0.01%
68,816
+6,230
2013
$4.86M ﹤0.01%
377,495
+2,778
2014
$4.86M ﹤0.01%
90,664
+15,259
2015
$4.86M ﹤0.01%
244,195
+23,387
2016
$4.86M ﹤0.01%
244,517
+103,573
2017
$4.84M ﹤0.01%
120,379
-142,334
2018
$4.84M ﹤0.01%
113,508
-809
2019
$4.84M ﹤0.01%
277,010
-88,557
2020
$4.83M ﹤0.01%
216,753
-2,774
2021
$4.82M ﹤0.01%
147,059
+33,600
2022
$4.82M ﹤0.01%
132,416
-748,484
2023
$4.82M ﹤0.01%
139,607
+50,181
2024
$4.82M ﹤0.01%
88,967
+34,309
2025
$4.81M ﹤0.01%
310,777
+261,027
79 80
81
82 83