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
3676
$655K ﹤0.01%
13,905
+1,912
3677
$654K ﹤0.01%
21,598
+15,585
3678
$654K ﹤0.01%
63,132
+39,681
3679
$654K ﹤0.01%
20,323
+402
3680
$653K ﹤0.01%
17,580
+4,783
3681
$653K ﹤0.01%
18,220
+7,206
3682
$651K ﹤0.01%
8,804
-413
3683
$648K ﹤0.01%
25,762
+9,980
3684
$648K ﹤0.01%
24,798
-796
3685
$647K ﹤0.01%
22,908
-623,092
3686
$647K ﹤0.01%
21,030
-4,156
3687
$645K ﹤0.01%
9,860
-87
3688
$643K ﹤0.01%
15,952
+800
3689
$643K ﹤0.01%
20,724
+7,391
3690
$642K ﹤0.01%
19,650
+8,398
3691
$642K ﹤0.01%
30,448
+266
3692
$642K ﹤0.01%
19,993
+4,712
3693
$642K ﹤0.01%
274,417
+181,222
3694
$641K ﹤0.01%
30,638
+3,267
3695
$640K ﹤0.01%
171,983
-13,754
3696
$640K ﹤0.01%
26,028
-146,676
3697
$639K ﹤0.01%
8,950
+518
3698
$639K ﹤0.01%
60,092
-100,562
3699
$638K ﹤0.01%
10,657
-1,925
3700
$638K ﹤0.01%
26,687
-162,086
146 147
148
149 150