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
2451
$2.94M ﹤0.01%
278,625
+66,034
2452
$2.94M ﹤0.01%
387,208
-483,483
2453
$2.93M ﹤0.01%
138,980
+11,388
2454
$2.92M ﹤0.01%
49,198
-68,208
2455
$2.92M ﹤0.01%
41,299
-1,360
2456
$2.92M ﹤0.01%
80,617
+28,486
2457
$2.92M ﹤0.01%
299,438
-556,404
2458
$2.92M ﹤0.01%
278,733
-18,413
2459
$2.91M ﹤0.01%
600,737
-49,414
2460
$2.9M ﹤0.01%
60,079
-13,060
2461
$2.9M ﹤0.01%
159,807
+14,210
2462
$2.89M ﹤0.01%
38,517
+2,788
2463
$2.89M ﹤0.01%
16,598
+3,916
2464
$2.88M ﹤0.01%
97,435
-140,570
2465
$2.88M ﹤0.01%
20,577
-33,863
2466
$2.88M ﹤0.01%
65,513
+19,202
2467
$2.88M ﹤0.01%
61,701
-1,745
2468
$2.88M ﹤0.01%
303,051
+66,970
2469
$2.87M ﹤0.01%
23,786
-7,265
2470
$2.86M ﹤0.01%
17,181
+13,701
2471
$2.85M ﹤0.01%
189,737
-29,274
2472
$2.85M ﹤0.01%
84,814
+30,458
2473
$2.85M ﹤0.01%
34,558
-50,563
2474
$2.85M ﹤0.01%
170,973
-564,381
2475
$2.84M ﹤0.01%
122,648
-19,069
97 98
99
100 101