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
2276
$3.52M ﹤0.01%
21,402
-11,792
2277
$3.52M ﹤0.01%
142,454
+12,586
2278
$3.51M ﹤0.01%
77,846
+4,510
2279
$3.51M ﹤0.01%
258,463
-82,495
2280
$3.51M ﹤0.01%
135,871
+27,826
2281
$3.51M ﹤0.01%
82,100
-82,148
2282
$3.5M ﹤0.01%
20,737
+4,542
2283
$3.5M ﹤0.01%
147,967
+17,701
2284
$3.49M ﹤0.01%
66,326
+3,211
2285
$3.48M ﹤0.01%
7,865
-49
2286
$3.48M ﹤0.01%
41,045
-4,070
2287
$3.48M ﹤0.01%
134,202
+37,254
2288
$3.48M ﹤0.01%
56,310
+13,014
2289
$3.47M ﹤0.01%
33,563
-1,948
2290
$3.47M ﹤0.01%
319,377
+298
2291
$3.47M ﹤0.01%
39,615
-285,560
2292
$3.46M ﹤0.01%
181,771
+155,478
2293
$3.46M ﹤0.01%
288,895
+71,363
2294
$3.45M ﹤0.01%
84,221
+56,832
2295
$3.44M ﹤0.01%
104,604
-650
2296
$3.44M ﹤0.01%
23,500
-250
2297
$3.44M ﹤0.01%
270,851
+140,551
2298
$3.44M ﹤0.01%
151,577
+15,356
2299
$3.44M ﹤0.01%
99,758
+17,688
2300
$3.44M ﹤0.01%
56,393
+10,936
90 91
92
93 94