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
3351
$983K ﹤0.01%
64,818
+5,492
3352
$983K ﹤0.01%
10,923
+1,323
3353
$981K ﹤0.01%
103,874
+2,432
3354
$979K ﹤0.01%
208,200
+78,376
3355
$977K ﹤0.01%
15,280
+1,970
3356
$977K ﹤0.01%
11,705
+4,164
3357
$976K ﹤0.01%
32,983
+6,683
3358
$973K ﹤0.01%
49,085
+25,110
3359
$973K ﹤0.01%
689,843
-108,300
3360
$972K ﹤0.01%
39,053
+3,571
3361
– –
0
3362
$971K ﹤0.01%
35,968
+9,051
3363
$970K ﹤0.01%
37,845
+7,793
3364
$968K ﹤0.01%
71,580
+43,808
3365
$968K ﹤0.01%
9,102
-351
3366
$968K ﹤0.01%
80,397
+10,351
3367
$967K ﹤0.01%
64,041
-1,762
3368
$966K ﹤0.01%
3,322
+831
3369
$964K ﹤0.01%
19,072
-1,267
3370
$962K ﹤0.01%
273,072
+93,492
3371
$961K ﹤0.01%
51,891
+11,642
3372
$959K ﹤0.01%
32,519
+13,592
3373
$958K ﹤0.01%
135,046
+31,373
3374
$958K ﹤0.01%
61,703
+7,773
3375
$956K ﹤0.01%
73,520
+24,475
133 134
135
136 137