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
3526
$793K ﹤0.01%
74,024
+51,808
3527
$793K ﹤0.01%
24,836
-628
3528
$789K ﹤0.01%
75,347
+20,568
3529
$788K ﹤0.01%
110,576
+34,531
3530
$788K ﹤0.01%
22,202
+6,655
3531
$787K ﹤0.01%
66,439
+32,416
3532
$786K ﹤0.01%
30,083
+9,177
3533
$784K ﹤0.01%
22,776
-1,237
3534
$783K ﹤0.01%
15,277
+3,504
3535
$782K ﹤0.01%
52,005
+16,990
3536
$782K ﹤0.01%
48,810
+16,570
3537
$781K ﹤0.01%
164,536
-31,280
3538
$780K ﹤0.01%
10,573
+4,544
3539
$778K ﹤0.01%
29,362
+5,610
3540
$776K ﹤0.01%
47,255
-21,658
3541
$776K ﹤0.01%
120,452
+3,035
3542
$775K ﹤0.01%
68,933
+25,511
3543
$775K ﹤0.01%
30,910
+9,635
3544
$775K ﹤0.01%
80,144
-1,271,209
3545
$773K ﹤0.01%
12,090
-1,300
3546
$773K ﹤0.01%
54,699
-2,978
3547
$771K ﹤0.01%
12,779
+9,597
3548
$771K ﹤0.01%
10,810
+156
3549
$769K ﹤0.01%
22,927
+9,243
3550
$769K ﹤0.01%
17,517
+5,976
140 141
142
143 144