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
2076
$4.5M ﹤0.01%
75,845
+18,973
2077
$4.5M ﹤0.01%
286,419
+218,108
2078
$4.5M ﹤0.01%
29,913
-3,261
2079
$4.48M ﹤0.01%
44,108
+4,574
2080
$4.47M ﹤0.01%
111,482
-3,621
2081
$4.46M ﹤0.01%
110,530
-8,893
2082
$4.46M ﹤0.01%
223,902
+25,080
2083
$4.45M ﹤0.01%
86,357
+23,097
2084
$4.45M ﹤0.01%
87,886
+22,931
2085
$4.45M ﹤0.01%
252,819
-12,363
2086
$4.45M ﹤0.01%
245,211
+89,598
2087
$4.43M ﹤0.01%
103,192
+5,800
2088
$4.42M ﹤0.01%
86,234
+20,306
2089
$4.41M ﹤0.01%
261,359
-6,712
2090
$4.39M ﹤0.01%
106,610
+43,512
2091
$4.39M ﹤0.01%
31,254
-2,010
2092
$4.38M ﹤0.01%
136,326
+33,021
2093
$4.38M ﹤0.01%
55,743
+6,311
2094
$4.38M ﹤0.01%
215,731
+7,266
2095
$4.38M ﹤0.01%
172,274
-5,709
2096
$4.38M ﹤0.01%
307,563
-12,638
2097
$4.37M ﹤0.01%
68,527
+38,985
2098
$4.36M ﹤0.01%
64,653
-63
2099
$4.36M ﹤0.01%
58,275
-16,710
2100
$4.36M ﹤0.01%
41,400
+4,083
82 83
84
85 86