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
3451
$872K ﹤0.01%
20,984
-13,382
3452
$869K ﹤0.01%
18,845
+7,064
3453
$867K ﹤0.01%
61,832
+5,009
3454
$867K ﹤0.01%
17,801
-3,148
3455
$866K ﹤0.01%
28,760
-1,739
3456
$866K ﹤0.01%
12,921
+10,484
3457
$865K ﹤0.01%
37,803
+14,107
3458
$863K ﹤0.01%
24,354
+3,520
3459
$863K ﹤0.01%
25,494
-813
3460
$861K ﹤0.01%
21,618
+7,820
3461
$861K ﹤0.01%
4,093
+373
3462
$860K ﹤0.01%
69,796
+64,408
3463
$859K ﹤0.01%
39,681
+1,222
3464
$859K ﹤0.01%
12,028
+606
3465
$857K ﹤0.01%
42,976
-8,822
3466
$855K ﹤0.01%
18,257
+4,544
3467
$854K ﹤0.01%
24,132
+15,248
3468
$854K ﹤0.01%
23,422
+8,889
3469
$854K ﹤0.01%
36,052
-106
3470
$852K ﹤0.01%
20,147
-3,345
3471
$849K ﹤0.01%
2,047,847
-778,162
3472
$848K ﹤0.01%
33,665
+7,638
3473
$846K ﹤0.01%
75,822
-1,264
3474
$846K ﹤0.01%
31,379
+14,569
3475
$846K ﹤0.01%
51,601
+30,270
137 138
139
140 141