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
4176
$355K ﹤0.01%
69,683
-95,057
4177
$355K ﹤0.01%
14,448
-9,274
4178
$354K ﹤0.01%
37,222
+27,261
4179
$353K ﹤0.01%
11,576
+2,300
4180
$351K ﹤0.01%
9,642
+8,816
4181
$351K ﹤0.01%
8,848
+3,245
4182
$350K ﹤0.01%
14,570
-5,446
4183
$350K ﹤0.01%
20,464
-12,099
4184
$349K ﹤0.01%
27,726
+11,215
4185
$349K ﹤0.01%
+32,650
4186
$349K ﹤0.01%
10,241
-11,505
4187
$349K ﹤0.01%
17,906
+7,041
4188
$349K ﹤0.01%
12,446
+9,357
4189
$348K ﹤0.01%
95,157
-86,574
4190
$348K ﹤0.01%
26,765
+9,710
4191
$348K ﹤0.01%
177,752
+76,181
4192
$348K ﹤0.01%
28,532
+11,870
4193
$347K ﹤0.01%
6,754
+57
4194
$347K ﹤0.01%
9,240
-3,730
4195
$347K ﹤0.01%
17,052
+4,136
4196
$347K ﹤0.01%
20,834
+7,760
4197
$347K ﹤0.01%
23,834
+23,770
4198
$346K ﹤0.01%
6,405
-150
4199
$345K ﹤0.01%
20,671
-75
4200
$344K ﹤0.01%
9,104
+3,124
166 167
168
169 170