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
4301
$302K ﹤0.01%
63,274
+30,581
4302
$302K ﹤0.01%
13,751
-17,200
4303
$302K ﹤0.01%
33,356
+13,009
4304
$301K ﹤0.01%
26,859
+7,233
4305
$301K ﹤0.01%
37,113
+13,637
4306
$301K ﹤0.01%
7,287
+1,953
4307
$300K ﹤0.01%
17,265
+5,456
4308
$300K ﹤0.01%
186,576
+29,271
4309
$299K ﹤0.01%
16,727
+1,815
4310
$299K ﹤0.01%
13,764
-1,235
4311
$298K ﹤0.01%
13,623
+5,565
4312
$298K ﹤0.01%
12,403
+4,491
4313
$298K ﹤0.01%
13,161
+3,951
4314
$298K ﹤0.01%
16,954
+6,888
4315
$298K ﹤0.01%
1,871
+476
4316
$297K ﹤0.01%
9,930
-2,211
4317
$297K ﹤0.01%
8,000
-2,899
4318
$297K ﹤0.01%
16,032
4319
$297K ﹤0.01%
32,705
-7,937
4320
$297K ﹤0.01%
19,881
+3,479
4321
$297K ﹤0.01%
9,585
+3,666
4322
$297K ﹤0.01%
5,379
+3,206
4323
$296K ﹤0.01%
13,388
-13,128
4324
$296K ﹤0.01%
27,629
+11,449
4325
$295K ﹤0.01%
34,474
-130,136
171 172
173
174 175