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
3376
$955K ﹤0.01%
54,572
-30,999
3377
$955K ﹤0.01%
127,167
-4,658
3378
$955K ﹤0.01%
291,060
+30,017
3379
$954K ﹤0.01%
16,524
+4,506
3380
$953K ﹤0.01%
22,692
-4,006
3381
$953K ﹤0.01%
32,512
+10,999
3382
$952K ﹤0.01%
83,464
+3,785
3383
$952K ﹤0.01%
32,725
+7,296
3384
$952K ﹤0.01%
36,108
-28,513
3385
$951K ﹤0.01%
118,423
+80,040
3386
$950K ﹤0.01%
50,001
+18,412
3387
$949K ﹤0.01%
133,081
+73,361
3388
$946K ﹤0.01%
64,034
+20,717
3389
$945K ﹤0.01%
14,694
-46,441
3390
$945K ﹤0.01%
20,438
+10,421
3391
$944K ﹤0.01%
156,087
+65,220
3392
$944K ﹤0.01%
111,132
+82,669
3393
$943K ﹤0.01%
78,090
-26,793
3394
$940K ﹤0.01%
96,015
+8,852
3395
$940K ﹤0.01%
34,054
+572
3396
$939K ﹤0.01%
336
-51
3397
$937K ﹤0.01%
15,195
+5,521
3398
$936K ﹤0.01%
95,825
+65,372
3399
$936K ﹤0.01%
88,164
+59,165
3400
$936K ﹤0.01%
175,849
+10,738
134 135
136
137 138