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
3251
$1.1M ﹤0.01%
648,736
-113,526
3252
$1.1M ﹤0.01%
44,388
+12,757
3253
$1.1M ﹤0.01%
20,098
+4,781
3254
$1.1M ﹤0.01%
64,936
+9,031
3255
$1.1M ﹤0.01%
56,542
-12,279
3256
$1.1M ﹤0.01%
47,306
+11,263
3257
$1.09M ﹤0.01%
15,342
+352
3258
$1.09M ﹤0.01%
50,324
+10,988
3259
$1.09M ﹤0.01%
28,404
+10,294
3260
$1.09M ﹤0.01%
62,935
+15,927
3261
$1.09M ﹤0.01%
48,888
+14,168
3262
$1.09M ﹤0.01%
23,301
-13
3263
$1.09M ﹤0.01%
139,530
+47,357
3264
$1.09M ﹤0.01%
55,538
+5,792
3265
$1.09M ﹤0.01%
45,165
+18,141
3266
$1.09M ﹤0.01%
18,510
+585
3267
$1.08M ﹤0.01%
32,862
-681
3268
$1.08M ﹤0.01%
124,392
+10,401
3269
$1.08M ﹤0.01%
52,670
+23,008
3270
$1.08M ﹤0.01%
211,302
-225,311
3271
$1.08M ﹤0.01%
43,398
-940
3272
$1.08M ﹤0.01%
26,105
+8,187
3273
$1.07M ﹤0.01%
55,497
-26,558
3274
$1.07M ﹤0.01%
158,251
+7,010
3275
$1.07M ﹤0.01%
560,732
-100,968
129 130
131
132 133