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
4026
$424K ﹤0.01%
14,603
+5,084
4027
$423K ﹤0.01%
17,597
-399,680
4028
$421K ﹤0.01%
12,136
-2,426
4029
$421K ﹤0.01%
432
+88
4030
$420K ﹤0.01%
2,200
-147
4031
$420K ﹤0.01%
26,900
-16,109
4032
$419K ﹤0.01%
9,577
4033
$419K ﹤0.01%
10,673
+3,037
4034
$419K ﹤0.01%
10,565
+4,440
4035
$419K ﹤0.01%
42,291
-16,684
4036
$418K ﹤0.01%
+34,039
4037
$417K ﹤0.01%
54,752
+2,827
4038
$417K ﹤0.01%
16,407
+6,445
4039
$416K ﹤0.01%
8,262
+7,951
4040
$416K ﹤0.01%
+3,980
4041
$416K ﹤0.01%
16,522
+5,971
4042
$416K ﹤0.01%
16,167
+5,265
4043
$415K ﹤0.01%
8,365
+2,741
4044
$414K ﹤0.01%
33,468
+11,016
4045
$414K ﹤0.01%
34,968
-4,400
4046
$413K ﹤0.01%
26,205
+8,712
4047
$413K ﹤0.01%
4,241
+2,358
4048
$412K ﹤0.01%
16,532
+6,176
4049
$411K ﹤0.01%
17,878
+6,107
4050
$410K ﹤0.01%
6,639
-1,121
160 161
162
163 164