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
2251
$3.63M ﹤0.01%
184,922
+137,790
2252
$3.63M ﹤0.01%
122,795
-88,841
2253
$3.62M ﹤0.01%
33,829
+15,324
2254
$3.62M ﹤0.01%
78,652
-20,015
2255
$3.61M ﹤0.01%
58,955
-464,515
2256
$3.61M ﹤0.01%
46,245
+16,605
2257
$3.61M ﹤0.01%
65,739
+953
2258
$3.61M ﹤0.01%
43,326
+7,514
2259
$3.6M ﹤0.01%
55,682
+4,223
2260
$3.59M ﹤0.01%
314,751
+47,539
2261
$3.58M ﹤0.01%
115,964
+480
2262
$3.58M ﹤0.01%
140,688
+17,050
2263
$3.58M ﹤0.01%
31,158
-5,030
2264
$3.57M ﹤0.01%
148,500
+85,614
2265
$3.57M ﹤0.01%
154,025
+6,655
2266
$3.57M ﹤0.01%
66,238
+65,754
2267
$3.56M ﹤0.01%
391,312
+50,121
2268
$3.56M ﹤0.01%
52,594
+6,200
2269
$3.56M ﹤0.01%
44,255
+16,126
2270
$3.56M ﹤0.01%
217,651
+7,864
2271
$3.55M ﹤0.01%
74,666
+53,095
2272
$3.55M ﹤0.01%
38,095
+12,588
2273
$3.54M ﹤0.01%
62,863
-4,687
2274
$3.54M ﹤0.01%
186,273
-3,643
2275
$3.53M ﹤0.01%
65,783
+34,480
89 90
91
92 93