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
3476
$844K ﹤0.01%
22,683
+3,950
3477
$844K ﹤0.01%
23,435
+890
3478
$844K ﹤0.01%
29,405
+20,102
3479
$842K ﹤0.01%
66,820
+26,724
3480
$841K ﹤0.01%
18,899
+13,466
3481
$837K ﹤0.01%
59,917
+2,685
3482
$834K ﹤0.01%
48,556
+19,578
3483
$834K ﹤0.01%
150,080
-11,554
3484
$832K ﹤0.01%
41,027
-26,608
3485
$832K ﹤0.01%
16,422
-849
3486
$832K ﹤0.01%
28,728
+8,876
3487
$832K ﹤0.01%
26,406
+10,835
3488
$831K ﹤0.01%
37,273
+6,118
3489
$830K ﹤0.01%
178,924
-204,690
3490
$830K ﹤0.01%
39,710
+3,082
3491
$829K ﹤0.01%
24,538
+12,463
3492
$829K ﹤0.01%
35,182
+5,642
3493
$828K ﹤0.01%
1,934,485
-26,186
3494
$827K ﹤0.01%
33,518
+9,719
3495
$826K ﹤0.01%
71,123
+50,469
3496
$826K ﹤0.01%
76,399
+15,663
3497
$822K ﹤0.01%
35,760
-3,224
3498
$821K ﹤0.01%
61,259
+27,650
3499
$821K ﹤0.01%
60,174
+8,073
3500
$820K ﹤0.01%
20,705
+3,599
138 139
140
141 142