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
2301
$3.43M ﹤0.01%
92,277
+56,519
2302
$3.43M ﹤0.01%
+347,597
2303
$3.42M ﹤0.01%
144,007
-4,612
2304
$3.42M ﹤0.01%
104,359
-9,983
2305
$3.42M ﹤0.01%
58,502
+1,322
2306
$3.42M ﹤0.01%
34,120
-11,447
2307
$3.41M ﹤0.01%
136,761
+17,206
2308
$3.4M ﹤0.01%
76,250
+75,474
2309
$3.4M ﹤0.01%
456,952
+166,001
2310
$3.4M ﹤0.01%
122,330
+58,624
2311
$3.4M ﹤0.01%
58,333
+40,089
2312
$3.4M ﹤0.01%
28,859
-501
2313
$3.4M ﹤0.01%
64,566
+24,634
2314
$3.39M ﹤0.01%
61,352
-17,380
2315
$3.39M ﹤0.01%
55,163
-55,702
2316
$3.38M ﹤0.01%
74,712
+56,874
2317
$3.38M ﹤0.01%
92,570
-45,417
2318
$3.38M ﹤0.01%
55,598
+2,089
2319
$3.38M ﹤0.01%
240,630
+55,269
2320
$3.38M ﹤0.01%
189,297
+11,572
2321
$3.38M ﹤0.01%
137,004
-23,337
2322
$3.37M ﹤0.01%
216,384
+37,340
2323
$3.37M ﹤0.01%
237,951
-38,222
2324
$3.37M ﹤0.01%
419,346
+369,713
2325
$3.37M ﹤0.01%
234,496
-4,070
91 92
93
94 95