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
2101
$4.36M ﹤0.01%
94,823
+71,234
2102
$4.35M ﹤0.01%
65,275
+19,439
2103
$4.35M ﹤0.01%
799,675
+112,871
2104
$4.35M ﹤0.01%
107,370
+50,635
2105
$4.34M ﹤0.01%
77,681
+665
2106
$4.34M ﹤0.01%
47,392
+27,278
2107
$4.33M ﹤0.01%
54,948
+16,329
2108
$4.33M ﹤0.01%
114,886
+22,699
2109
$4.33M ﹤0.01%
139,226
+120,737
2110
$4.32M ﹤0.01%
159,400
+16,800
2111
$4.32M ﹤0.01%
61,695
-39,506
2112
$4.32M ﹤0.01%
147,527
+58,090
2113
$4.31M ﹤0.01%
149,558
-4,511
2114
$4.3M ﹤0.01%
167,801
-5,488
2115
$4.3M ﹤0.01%
171,844
+22,540
2116
$4.3M ﹤0.01%
219,200
+187,096
2117
$4.29M ﹤0.01%
93,037
+58,776
2118
$4.29M ﹤0.01%
365,144
+65,783
2119
$4.27M ﹤0.01%
60,685
+44,245
2120
$4.27M ﹤0.01%
77,790
+589
2121
$4.27M ﹤0.01%
106,934
+18,793
2122
$4.26M ﹤0.01%
390,672
+51,746
2123
$4.26M ﹤0.01%
189,410
+56,305
2124
$4.25M ﹤0.01%
49,833
+17,396
2125
$4.25M ﹤0.01%
89,068
+10,663
83 84
85
86 87