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
2351
$3.28M ﹤0.01%
13,790
+3,315
2352
$3.27M ﹤0.01%
97,569
+1,809
2353
$3.27M ﹤0.01%
75,929
+23,334
2354
$3.26M ﹤0.01%
237,415
+108,464
2355
$3.26M ﹤0.01%
4,600
-1,704
2356
$3.25M ﹤0.01%
105,136
-11,424
2357
$3.25M ﹤0.01%
16,651
-12,012
2358
$3.25M ﹤0.01%
73,453
+31,308
2359
$3.24M ﹤0.01%
35,070
+13,462
2360
$3.24M ﹤0.01%
197,699
-37,816
2361
$3.24M ﹤0.01%
298,731
+11,205
2362
$3.24M ﹤0.01%
19,706
+17,728
2363
$3.23M ﹤0.01%
136,958
+23,497
2364
$3.23M ﹤0.01%
59,833
-53,744
2365
$3.23M ﹤0.01%
56,614
-91,179
2366
$3.23M ﹤0.01%
81,991
-26,262
2367
$3.22M ﹤0.01%
199,595
+180,814
2368
$3.21M ﹤0.01%
97,622
+34,386
2369
$3.2M ﹤0.01%
50,489
-8,552
2370
$3.2M ﹤0.01%
180,482
-35,637
2371
$3.2M ﹤0.01%
100,393
+5,525
2372
$3.2M ﹤0.01%
76,927
+26,715
2373
$3.19M ﹤0.01%
111,873
+16,411
2374
$3.19M ﹤0.01%
19,249
-9,880
2375
$3.18M ﹤0.01%
42,420
+24,150
93 94
95
96 97