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
3726
$619K ﹤0.01%
19,375
-38,042
3727
$619K ﹤0.01%
22,167
-66,056
3728
$618K ﹤0.01%
18,394
+6,048
3729
$616K ﹤0.01%
23,287
-6,858
3730
$613K ﹤0.01%
19,766
+7,576
3731
$612K ﹤0.01%
55,867
+31,391
3732
$611K ﹤0.01%
12,606
-1,400
3733
$609K ﹤0.01%
24,223
+2,524
3734
$609K ﹤0.01%
106,889
+25,517
3735
$607K ﹤0.01%
3,720
+1,163
3736
$606K ﹤0.01%
25,983
+3,590
3737
$606K ﹤0.01%
12,492
-2,033
3738
$605K ﹤0.01%
66,994
+1,217
3739
$604K ﹤0.01%
20,825
+8,097
3740
$602K ﹤0.01%
28,049
+10,901
3741
$601K ﹤0.01%
44,068
+1,500
3742
$601K ﹤0.01%
172,752
+58,895
3743
$599K ﹤0.01%
38,141
+8
3744
$599K ﹤0.01%
28,798
+832
3745
$598K ﹤0.01%
40,102
+12,004
3746
$597K ﹤0.01%
47,916
+2,601
3747
$597K ﹤0.01%
10,086
-88
3748
$596K ﹤0.01%
29,356
-1,990
3749
$596K ﹤0.01%
54,725
+1,698
3750
$595K ﹤0.01%
45,295
+3,307
148 149
150
151 152