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
2151
$4.13M ﹤0.01%
67,841
+29,959
2152
$4.13M ﹤0.01%
101,610
-46,600
2153
$4.13M ﹤0.01%
205,098
+12,040
2154
$4.12M ﹤0.01%
77,600
-3,533
2155
$4.12M ﹤0.01%
42,104
+7,061
2156
$4.11M ﹤0.01%
121,390
-11,714
2157
$4.11M ﹤0.01%
390,231
+19,065
2158
$4.1M ﹤0.01%
24,614
+2,626
2159
$4.1M ﹤0.01%
204,346
+33,411
2160
$4.08M ﹤0.01%
66,165
+6,788
2161
$4.08M ﹤0.01%
59,426
-11,483
2162
$4.08M ﹤0.01%
151,384
+12,917
2163
$4.08M ﹤0.01%
156,789
+73,284
2164
$4.07M ﹤0.01%
63,969
+8,429
2165
$4.06M ﹤0.01%
212,410
-150,385
2166
$4.06M ﹤0.01%
151,902
+2,984
2167
$4.05M ﹤0.01%
73,598
+39,814
2168
$4.04M ﹤0.01%
234,320
+11,500
2169
$4.04M ﹤0.01%
125,560
+94,187
2170
$4.03M ﹤0.01%
126,444
-9,795
2171
$4.03M ﹤0.01%
184,494
+88,546
2172
$4.03M ﹤0.01%
51,523
+30,676
2173
$4.03M ﹤0.01%
74,732
-3,145
2174
$4.02M ﹤0.01%
149,880
+8,796
2175
$4.01M ﹤0.01%
157,254
+131,554
85 86
87
88 89