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
2401
$3.1M ﹤0.01%
56,507
-2,204
2402
$3.09M ﹤0.01%
44,471
+10,140
2403
$3.09M ﹤0.01%
71,922
+18,811
2404
$3.09M ﹤0.01%
68,677
+40,911
2405
$3.09M ﹤0.01%
331,024
+6,304
2406
$3.08M ﹤0.01%
69,138
-34,012
2407
$3.07M ﹤0.01%
384,661
-3,181
2408
$3.07M ﹤0.01%
42,731
+33,428
2409
$3.07M ﹤0.01%
46,475
-403
2410
$3.06M ﹤0.01%
111,896
+3,791
2411
$3.06M ﹤0.01%
46,725
+35,685
2412
$3.06M ﹤0.01%
80,643
-12,188
2413
$3.05M ﹤0.01%
84,508
+31,524
2414
$3.05M ﹤0.01%
60,647
-13,395
2415
$3.04M ﹤0.01%
102,707
+6,485
2416
$3.04M ﹤0.01%
647,751
-64,788
2417
$3.04M ﹤0.01%
213,725
+12,873
2418
$3.04M ﹤0.01%
96,789
+69,401
2419
$3.04M ﹤0.01%
71,456
+6,665
2420
$3.03M ﹤0.01%
53,574
+5,534
2421
$3.03M ﹤0.01%
34,540
-39,782
2422
$3.02M ﹤0.01%
93,000
+25,921
2423
$3.02M ﹤0.01%
121,016
-4,723
2424
$3.02M ﹤0.01%
276,106
-31,552
2425
$3.02M ﹤0.01%
91,003
-53,916
95 96
97
98 99