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
201
$210M 0.07%
2,772,657
+100,783
202
$209M 0.07%
1,084,366
-53,669
203
$208M 0.07%
7,186,408
-347,311
204
$208M 0.07%
2,189,873
-41,500
205
$207M 0.07%
1,774,394
+94,522
206
$200M 0.07%
3,654,149
-409,954
207
$197M 0.07%
2,598,937
+104,937
208
$196M 0.07%
594,057
-157,683
209
$195M 0.07%
2,995,330
-92,018
210
$194M 0.07%
5,717,276
+71,590
211
$191M 0.07%
3,176,111
-180,215
212
$189M 0.07%
9,409,790
+1,289,394
213
$188M 0.07%
3,504,603
-32,654
214
$187M 0.07%
3,837,779
-97,026
215
$187M 0.07%
1,042,394
+172,861
216
$186M 0.06%
2,039,875
+288,865
217
$186M 0.06%
7,868,323
+1,488,920
218
$185M 0.06%
3,191,395
+164,698
219
$183M 0.06%
1,817,165
+377,044
220
$181M 0.06%
1,196,677
+580,989
221
$177M 0.06%
13,828,530
+2,344,152
222
$176M 0.06%
1,668,464
+69,831
223
$176M 0.06%
661,580
+23,515
224
$173M 0.06%
4,608,015
+274,118
225
$172M 0.06%
3,217,852
-31,602
7 8
9
10 11