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
3651
$679K ﹤0.01%
30,020
+5,398
3652
$679K ﹤0.01%
48,602
+6,393
3653
$678K ﹤0.01%
26,613
+893
3654
$676K ﹤0.01%
243,218
+57,094
3655
$676K ﹤0.01%
39,884
-6,567
3656
$675K ﹤0.01%
25,157
+1,452
3657
$673K ﹤0.01%
46,484
+13,808
3658
$673K ﹤0.01%
33,257
+19,242
3659
$668K ﹤0.01%
11,642
+10,781
3660
$667K ﹤0.01%
38,165
+8,735
3661
$667K ﹤0.01%
12,120
-19
3662
$666K ﹤0.01%
19,186
-10,949
3663
$665K ﹤0.01%
20,101
+1,493
3664
$665K ﹤0.01%
37,548
+13,040
3665
$665K ﹤0.01%
77,086
-9,800
3666
$664K ﹤0.01%
59,969
-8,230
3667
$664K ﹤0.01%
34,865
+10,876
3668
$662K ﹤0.01%
53,693
+27,867
3669
$659K ﹤0.01%
47,844
-4,274
3670
$659K ﹤0.01%
45,391
+43,169
3671
$657K ﹤0.01%
83,370
-765
3672
$657K ﹤0.01%
46,928
+19,937
3673
$657K ﹤0.01%
19,143
+1,496
3674
$656K ﹤0.01%
18,602
+7,629
3675
$656K ﹤0.01%
6,070
-11,804
145 146
147
148 149