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
3551
$769K ﹤0.01%
18,557
+7,101
3552
$769K ﹤0.01%
67,046
+24,760
3553
$769K ﹤0.01%
44,186
+11,049
3554
$767K ﹤0.01%
3,656
-1,140
3555
$767K ﹤0.01%
9,093
-1,933
3556
$766K ﹤0.01%
19,343
+8,906
3557
$765K ﹤0.01%
97,000
+66,192
3558
$765K ﹤0.01%
121,111
+42,910
3559
$764K ﹤0.01%
31,610
+23,660
3560
$763K ﹤0.01%
37,900
+3,906
3561
$763K ﹤0.01%
77,417
+76,620
3562
$762K ﹤0.01%
65,411
+20,598
3563
$761K ﹤0.01%
18,106
-23,313
3564
$760K ﹤0.01%
30,612
+10,516
3565
$759K ﹤0.01%
27,186
+20,874
3566
$758K ﹤0.01%
41,306
+21,018
3567
$758K ﹤0.01%
75,872
+21,847
3568
$756K ﹤0.01%
18,545
+3,443
3569
$756K ﹤0.01%
12,235
+4,551
3570
$756K ﹤0.01%
224,011
+53,187
3571
$756K ﹤0.01%
13,799
+2,369
3572
$752K ﹤0.01%
86,496
-604
3573
$752K ﹤0.01%
11,696
-11,171
3574
$752K ﹤0.01%
23,076
+9,167
3575
$752K ﹤0.01%
14,753
+4,750
141 142
143
144 145