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
3601
$727K ﹤0.01%
47,103
-793
3602
$726K ﹤0.01%
28,013
+10,674
3603
$726K ﹤0.01%
18,760
-54,203
3604
$726K ﹤0.01%
78,629
-3,279
3605
$725K ﹤0.01%
38,194
+12,968
3606
$725K ﹤0.01%
27,410
-39,261
3607
$721K ﹤0.01%
37,246
+21,507
3608
$720K ﹤0.01%
9,589
-250
3609
$720K ﹤0.01%
187,482
-7,363
3610
$720K ﹤0.01%
43,734
+20,021
3611
$719K ﹤0.01%
57,168
-992
3612
$718K ﹤0.01%
14,204
+3,354
3613
$718K ﹤0.01%
16,162
+7,748
3614
$715K ﹤0.01%
43,060
+32,060
3615
$715K ﹤0.01%
172,709
+22,352
3616
$714K ﹤0.01%
21,511
+12,749
3617
$713K ﹤0.01%
23,689
+6,810
3618
$712K ﹤0.01%
26,908
+1,390
3619
$712K ﹤0.01%
15,202
+1,411
3620
$711K ﹤0.01%
137,421
+54,435
3621
$707K ﹤0.01%
148,983
+10,748
3622
$705K ﹤0.01%
15,193
-876
3623
$705K ﹤0.01%
11,950
+4,377
3624
$702K ﹤0.01%
21,383
-1,214
3625
$701K ﹤0.01%
22,375
+4,366
143 144
145
146 147