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
3951
$463K ﹤0.01%
9,597
+3,451
3952
$462K ﹤0.01%
23,055
+5,317
3953
$462K ﹤0.01%
13,592
+2,017
3954
$462K ﹤0.01%
24,391
+21,490
3955
$462K ﹤0.01%
20,065
+5,147
3956
$461K ﹤0.01%
29,524
-27,330
3957
$461K ﹤0.01%
52,215
+40,299
3958
$461K ﹤0.01%
54,141
-9,835
3959
$461K ﹤0.01%
17,233
-115,064
3960
$461K ﹤0.01%
20,505
+4,645
3961
$460K ﹤0.01%
6,408
-1,408
3962
$459K ﹤0.01%
19,481
-4,489
3963
$459K ﹤0.01%
52,921
+23,506
3964
$458K ﹤0.01%
519,118
+376,544
3965
$457K ﹤0.01%
37,518
-17,874
3966
$457K ﹤0.01%
18,369
-2,175
3967
$456K ﹤0.01%
18,051
+4,685
3968
$455K ﹤0.01%
32,338
+11,512
3969
$454K ﹤0.01%
26,312
-3,928
3970
$454K ﹤0.01%
79,363
+10,735
3971
$454K ﹤0.01%
53,364
-7,304
3972
$454K ﹤0.01%
66,521
+64,468
3973
$453K ﹤0.01%
31,266
+29,474
3974
$452K ﹤0.01%
22,077
-3,616
3975
$451K ﹤0.01%
8,962
+3,615
157 158
159
160 161