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
4201
$344K ﹤0.01%
15,241
+5,877
4202
$343K ﹤0.01%
14,507
+11,216
4203
$342K ﹤0.01%
13,820
-1,636
4204
$342K ﹤0.01%
5,678
-20,760
4205
$342K ﹤0.01%
85,575
-994,792
4206
$341K ﹤0.01%
23,939
+10,255
4207
$341K ﹤0.01%
19,965
+7,439
4208
$341K ﹤0.01%
18,441
+1,598
4209
$340K ﹤0.01%
9,065
-9,162
4210
$339K ﹤0.01%
2,127
+257
4211
$339K ﹤0.01%
+21,121
4212
$339K ﹤0.01%
48,022
+13,946
4213
$338K ﹤0.01%
4,449
+1,383
4214
$337K ﹤0.01%
24,725
+7,194
4215
$337K ﹤0.01%
12,665
+3,788
4216
$337K ﹤0.01%
5,048
-377
4217
$337K ﹤0.01%
18,166
+2,402
4218
$336K ﹤0.01%
8,876
+8,091
4219
$336K ﹤0.01%
19,493
-11,210
4220
$335K ﹤0.01%
4,290
-3,882
4221
$335K ﹤0.01%
10,665
+9,832
4222
$335K ﹤0.01%
3,125
+977
4223
$334K ﹤0.01%
4,845
+2,140
4224
$334K ﹤0.01%
28,281
+17,602
4225
$334K ﹤0.01%
16,968
+5,175
167 168
169
170 171