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
2376
$3.18M ﹤0.01%
841,227
+328,130
2377
$3.18M ﹤0.01%
15,536
+9,581
2378
$3.17M ﹤0.01%
68,909
+26,074
2379
$3.17M ﹤0.01%
112,467
+38,519
2380
$3.17M ﹤0.01%
55,834
-14,556
2381
$3.15M ﹤0.01%
68,679
+35,375
2382
$3.15M ﹤0.01%
51,280
+21,532
2383
$3.15M ﹤0.01%
260,417
+106,234
2384
$3.15M ﹤0.01%
179,672
-359,869
2385
$3.14M ﹤0.01%
133,176
+44,369
2386
$3.13M ﹤0.01%
30,396
-42,961
2387
$3.13M ﹤0.01%
133,855
-9,594
2388
$3.13M ﹤0.01%
176,077
-37,695
2389
$3.13M ﹤0.01%
222,237
+41,502
2390
$3.13M ﹤0.01%
368,971
+243,649
2391
$3.13M ﹤0.01%
629,292
-52,260
2392
$3.12M ﹤0.01%
102,992
+34,673
2393
$3.12M ﹤0.01%
75,007
+11,441
2394
$3.12M ﹤0.01%
66,271
+6,990
2395
$3.11M ﹤0.01%
62,977
-12,045
2396
$3.11M ﹤0.01%
49,607
+37,809
2397
$3.1M ﹤0.01%
47,176
+35,010
2398
$3.1M ﹤0.01%
237,049
+5,103
2399
$3.1M ﹤0.01%
25,833
-9,902
2400
$3.1M ﹤0.01%
27,604
+445
94 95
96
97 98