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
4101
$386K ﹤0.01%
23,111
+22,584
4102
$386K ﹤0.01%
5,727
-2,121
4103
$385K ﹤0.01%
4,936
+4,506
4104
$384K ﹤0.01%
3,236
-2,494
4105
$384K ﹤0.01%
29,177
+15,593
4106
$383K ﹤0.01%
83,352
+27,367
4107
$383K ﹤0.01%
34,500
-240,699
4108
$383K ﹤0.01%
37,299
-16,059
4109
$381K ﹤0.01%
19,572
+7,251
4110
$381K ﹤0.01%
26,649
+7,847
4111
$380K ﹤0.01%
16,654
-6,025
4112
$380K ﹤0.01%
12,701
+4,716
4113
$380K ﹤0.01%
9,820
-120,999
4114
$380K ﹤0.01%
9,905
+3,889
4115
$380K ﹤0.01%
31,020
+7,574
4116
$380K ﹤0.01%
9,387
+9,032
4117
$378K ﹤0.01%
19,686
+8,767
4118
$378K ﹤0.01%
17,989
-41,002
4119
$377K ﹤0.01%
26,534
+20,189
4120
$377K ﹤0.01%
359,442
+77,611
4121
$376K ﹤0.01%
17,585
+10,294
4122
$375K ﹤0.01%
28,400
-16,317
4123
$374K ﹤0.01%
6,982
+3,070
4124
$374K ﹤0.01%
18,413
-8,239
4125
$374K ﹤0.01%
11,765
+3,219
163 164
165
166 167