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
3776
$581K ﹤0.01%
19,143
+5,028
3777
$579K ﹤0.01%
33,270
+1,998
3778
$579K ﹤0.01%
8,396
-1,115
3779
$579K ﹤0.01%
72,039
-16,583
3780
$578K ﹤0.01%
18,871
-11,981
3781
$578K ﹤0.01%
16,044
+1,201
3782
$578K ﹤0.01%
32,907
+12,382
3783
$577K ﹤0.01%
11,457
-1,598
3784
$577K ﹤0.01%
21,854
+2,144
3785
$576K ﹤0.01%
9,924
+1,286
3786
$575K ﹤0.01%
16,058
+6,471
3787
$573K ﹤0.01%
114,311
+14,120
3788
$572K ﹤0.01%
1,373
+1,236
3789
$571K ﹤0.01%
155,955
+21,828
3790
$570K ﹤0.01%
75,191
+2,786
3791
$570K ﹤0.01%
38,792
+22,790
3792
$569K ﹤0.01%
37,340
+300
3793
$569K ﹤0.01%
76,100
+30,334
3794
$569K ﹤0.01%
4,046
+321
3795
$568K ﹤0.01%
16,516
+14,163
3796
$568K ﹤0.01%
179,858
+23,468
3797
$568K ﹤0.01%
42,772
+2,497
3798
$567K ﹤0.01%
19,477
+6,119
3799
$567K ﹤0.01%
15,662
+6,128
3800
$564K ﹤0.01%
+5,670
150 151
152
153 154