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
4251
$320K ﹤0.01%
52,453
+20,043
4252
$320K ﹤0.01%
56,426
+30,228
4253
$319K ﹤0.01%
4,567
-100
4254
$319K ﹤0.01%
13,778
+7,454
4255
$319K ﹤0.01%
13,480
+3,795
4256
$318K ﹤0.01%
21,375
+5,807
4257
$318K ﹤0.01%
10,573
+3,098
4258
$318K ﹤0.01%
4,689
-6,007
4259
$317K ﹤0.01%
12,872
-17
4260
$317K ﹤0.01%
75,952
+19,510
4261
$316K ﹤0.01%
15,045
+6,129
4262
$316K ﹤0.01%
10,948
+3,337
4263
$316K ﹤0.01%
8,130
+3,727
4264
$314K ﹤0.01%
5,904
+5,710
4265
$314K ﹤0.01%
30,852
-29,700
4266
$313K ﹤0.01%
1,671
+844
4267
$313K ﹤0.01%
17,821
+6,781
4268
$313K ﹤0.01%
134,356
+50,389
4269
$312K ﹤0.01%
22,686
+7,490
4270
$311K ﹤0.01%
7,996
-69,768
4271
$311K ﹤0.01%
20,839
+8,470
4272
$311K ﹤0.01%
52,753
+21,907
4273
$311K ﹤0.01%
56,968
+22,101
4274
$311K ﹤0.01%
11,479
+3,740
4275
$311K ﹤0.01%
28,590
-69,578
169 170
171
172 173