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
3876
$510K ﹤0.01%
28,698
+2,909
3877
$510K ﹤0.01%
20,110
-1,611
3878
$510K ﹤0.01%
157,155
-1,186,838
3879
$509K ﹤0.01%
74,711
+30,004
3880
$509K ﹤0.01%
+50,064
3881
$508K ﹤0.01%
10,525
+3,618
3882
$507K ﹤0.01%
31,364
+573
3883
$507K ﹤0.01%
9,306
+2,475
3884
$507K ﹤0.01%
51,903
+30,953
3885
$506K ﹤0.01%
2,759
+214
3886
$506K ﹤0.01%
32,314
+13,600
3887
$505K ﹤0.01%
13,294
+6,448
3888
$505K ﹤0.01%
17,890
-3,983
3889
$504K ﹤0.01%
10,137
+5,080
3890
$504K ﹤0.01%
44,946
+19,751
3891
$503K ﹤0.01%
53,226
+766
3892
$503K ﹤0.01%
16,208
+2,524
3893
$502K ﹤0.01%
35,097
+638
3894
$501K ﹤0.01%
22,977
+7,902
3895
$501K ﹤0.01%
66,232
+9,769
3896
$499K ﹤0.01%
64,836
+26,411
3897
$499K ﹤0.01%
41,933
-3,934
3898
$497K ﹤0.01%
43,975
+10,999
3899
$496K ﹤0.01%
35,836
-10,111
3900
$496K ﹤0.01%
13,114
+12,410
154 155
156
157 158