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
2201
$3.91M ﹤0.01%
145,956
+139,233
2202
$3.89M ﹤0.01%
140,692
-235,229
2203
$3.89M ﹤0.01%
72,828
-58,582
2204
$3.88M ﹤0.01%
67,227
+38,208
2205
$3.87M ﹤0.01%
64,965
+53,670
2206
$3.87M ﹤0.01%
56,536
-10,000
2207
$3.87M ﹤0.01%
824,370
+172,688
2208
$3.86M ﹤0.01%
39,633
+27,621
2209
$3.86M ﹤0.01%
179,657
+24,237
2210
$3.85M ﹤0.01%
254,306
+3,810
2211
$3.84M ﹤0.01%
10,751
+7,308
2212
$3.84M ﹤0.01%
815,678
+621,645
2213
$3.84M ﹤0.01%
215,471
+66,911
2214
$3.81M ﹤0.01%
287,528
-10,679
2215
$3.81M ﹤0.01%
327,496
+4,047
2216
$3.81M ﹤0.01%
111,244
+17,012
2217
$3.8M ﹤0.01%
88,681
-30,440
2218
$3.8M ﹤0.01%
114,395
+36,825
2219
$3.79M ﹤0.01%
37,309
+19,588
2220
$3.77M ﹤0.01%
32,780
-38,285
2221
$3.77M ﹤0.01%
99,876
+49,013
2222
$3.77M ﹤0.01%
443,439
+103,837
2223
$3.77M ﹤0.01%
89,746
+42,733
2224
$3.76M ﹤0.01%
32,559
-2,145
2225
$3.76M ﹤0.01%
90,720
+11,411
87 88
89
90 91