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
2326
$3.36M ﹤0.01%
27,816
+3,047
2327
$3.36M ﹤0.01%
201,312
+173,319
2328
$3.36M ﹤0.01%
105,892
+18,883
2329
$3.36M ﹤0.01%
20,229
-3,065
2330
$3.35M ﹤0.01%
200,990
-31,516
2331
$3.35M ﹤0.01%
209,389
-4,555
2332
$3.35M ﹤0.01%
102,253
+11,710
2333
$3.34M ﹤0.01%
32,335
+486
2334
$3.34M ﹤0.01%
230,491
+45,336
2335
$3.34M ﹤0.01%
132,174
+28,820
2336
$3.34M ﹤0.01%
115,667
+102,205
2337
$3.33M ﹤0.01%
449,567
-8,646
2338
$3.33M ﹤0.01%
258,190
+85,165
2339
$3.32M ﹤0.01%
379,456
+16,008
2340
$3.32M ﹤0.01%
60,934
+15,772
2341
$3.32M ﹤0.01%
82,486
-198,072
2342
$3.31M ﹤0.01%
170,002
+90,176
2343
$3.31M ﹤0.01%
35,877
+2,032
2344
$3.31M ﹤0.01%
90,576
+14,666
2345
$3.3M ﹤0.01%
202,292
+176,091
2346
$3.3M ﹤0.01%
133,057
+31,301
2347
$3.29M ﹤0.01%
108,781
+6,269
2348
$3.29M ﹤0.01%
409,834
-169,656
2349
$3.29M ﹤0.01%
244,123
+42,315
2350
$3.28M ﹤0.01%
201,001
-995,315
92 93
94
95 96