UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
1
$6.88B 2.39%
43,602,392
+1,296,369
2
$4.66B 1.62%
63,485,788
-1,867,772
3
$4.18B 1.46%
12,992,357
-4,210,772
4
$2.98B 1.04%
45,639,741
+188,603
5
$2.93B 1.02%
21,011,582
-201,824
6
$2.91B 1.01%
31,494,760
+1,728,360
7
$2.73B 0.95%
40,795,640
+2,854,600
8
$2.67B 0.93%
49,719,453
+13,385,680
9
$2.4B 0.83%
10,971,961
-158,857
10
$2.36B 0.82%
39,411,846
+709,696
11
$2.18B 0.76%
14,913,375
+943,414
12
$2.03B 0.71%
11,124,483
+88,054
13
$2B 0.7%
16,720,291
+501,299
14
$2B 0.7%
28,781,913
-486,759
15
$1.97B 0.68%
10,463,669
+618,711
16
$1.86B 0.65%
9,053,494
+437,505
17
$1.83B 0.64%
14,675,582
+442,049
18
$1.8B 0.63%
12,458,557
+65,718
19
$1.76B 0.61%
39,244,450
+2,585,188
20
$1.7B 0.59%
14,941,520
-632,521
21
$1.64B 0.57%
129,979,478
+124,260,172
22
$1.56B 0.54%
8,737,848
+255,447
23
$1.54B 0.54%
18,375,118
-1,693
24
$1.49B 0.52%
26,882,275
+3,414,849
25
$1.45B 0.5%
4,444,543
-228,266
1
2 3 4 5