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
3851
$529K ﹤0.01%
17,182
+7,299
3852
$529K ﹤0.01%
31,489
-30,078
3853
$529K ﹤0.01%
36,455
+2,850
3854
$527K ﹤0.01%
17,459
-29,476
3855
$527K ﹤0.01%
34,835
-2,041
3856
$527K ﹤0.01%
39,389
-1,129
3857
$523K ﹤0.01%
428,727
+283,660
3858
$522K ﹤0.01%
1,796
+212
3859
$522K ﹤0.01%
77,551
+70,959
3860
$522K ﹤0.01%
32,085
+11,938
3861
$522K ﹤0.01%
17,271
+5,401
3862
$521K ﹤0.01%
+51,000
3863
$519K ﹤0.01%
39,186
+9,892
3864
$519K ﹤0.01%
16,062
+5,768
3865
$519K ﹤0.01%
38,222
+6,526
3866
$517K ﹤0.01%
18,291
+16,169
3867
$516K ﹤0.01%
31,638
+9,974
3868
$516K ﹤0.01%
18,223
+2,120
3869
$515K ﹤0.01%
8,078
-1,103
3870
$515K ﹤0.01%
55,030
-92,255
3871
$513K ﹤0.01%
35,174
-700
3872
$513K ﹤0.01%
24,674
-2,543
3873
$513K ﹤0.01%
24,955
+8,143
3874
$511K ﹤0.01%
+50,266
3875
$510K ﹤0.01%
29,720
-29,129
153 154
155
156 157