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
3901
$495K ﹤0.01%
72,105
+28,213
3902
$494K ﹤0.01%
53,360
+20,378
3903
$493K ﹤0.01%
46,081
+2,435
3904
$493K ﹤0.01%
10,036
+9,907
3905
$492K ﹤0.01%
31,875
+29,945
3906
$492K ﹤0.01%
26,659
+17,542
3907
$490K ﹤0.01%
78,323
+49,791
3908
$490K ﹤0.01%
40,611
+13,348
3909
$490K ﹤0.01%
8,268
+201
3910
$490K ﹤0.01%
24,718
-1,134
3911
$490K ﹤0.01%
27,043
+6,557
3912
$489K ﹤0.01%
14,269
+6,673
3913
$489K ﹤0.01%
26,258
+8,036
3914
$488K ﹤0.01%
11,182
-7,919
3915
$488K ﹤0.01%
90,556
+8,525
3916
$484K ﹤0.01%
17,494
+13,714
3917
$484K ﹤0.01%
12,358
+762
3918
$483K ﹤0.01%
83,202
-14,139
3919
$482K ﹤0.01%
9,736
-663
3920
$482K ﹤0.01%
18,886
-6,152
3921
$482K ﹤0.01%
28,513
-23,581
3922
$481K ﹤0.01%
12,534
-970
3923
$481K ﹤0.01%
26,174
+9,702
3924
$481K ﹤0.01%
35,001
-124,608
3925
$480K ﹤0.01%
32,871
+1,731
155 156
157
158 159