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
3801
$563K ﹤0.01%
35,249
+501
3802
$562K ﹤0.01%
47,095
+33,353
3803
$562K ﹤0.01%
2,974
-2,325
3804
$562K ﹤0.01%
20,725
+3,248
3805
$560K ﹤0.01%
165,663
+64,030
3806
$559K ﹤0.01%
70,829
+2,208
3807
$558K ﹤0.01%
20,386
+8,231
3808
$558K ﹤0.01%
+15,857
3809
$558K ﹤0.01%
14,093
+5,942
3810
$557K ﹤0.01%
72,580
+37,927
3811
$557K ﹤0.01%
47,854
+16,282
3812
$557K ﹤0.01%
13,137
+9,246
3813
$556K ﹤0.01%
86,985
+12,362
3814
$556K ﹤0.01%
16,995
-15,788
3815
$556K ﹤0.01%
56,966
+18,448
3816
$555K ﹤0.01%
17,100
+6,915
3817
$553K ﹤0.01%
27,853
+268
3818
$552K ﹤0.01%
52,086
-45,275
3819
$552K ﹤0.01%
11,750
+4,793
3820
$552K ﹤0.01%
20,556
+9,177
3821
$552K ﹤0.01%
37,092
+12,838
3822
$551K ﹤0.01%
11,091
-2,994
3823
$551K ﹤0.01%
4,688
-1,801
3824
$551K ﹤0.01%
9,512
-9,365
3825
$551K ﹤0.01%
59,600
-18,500
151 152
153
154 155