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
4326
$295K ﹤0.01%
20,367
-1,772
4327
$294K ﹤0.01%
1,022
-12,561
4328
$293K ﹤0.01%
55,366
-162,827
4329
$293K ﹤0.01%
14,418
+3,726
4330
$292K ﹤0.01%
52,375
+20,913
4331
$291K ﹤0.01%
24,899
-3,993
4332
$291K ﹤0.01%
31,949
+13,781
4333
$291K ﹤0.01%
14,506
+3,650
4334
$289K ﹤0.01%
328,959
+39,131
4335
$289K ﹤0.01%
23,208
+16,211
4336
$288K ﹤0.01%
48,231
-14,211
4337
$288K ﹤0.01%
3,909
+319
4338
$287K ﹤0.01%
7,281
-3,435
4339
$287K ﹤0.01%
14,001
+6,004
4340
$287K ﹤0.01%
39,898
-2,605
4341
$287K ﹤0.01%
2,439
-1,086
4342
$286K ﹤0.01%
9,641
+2,801
4343
$286K ﹤0.01%
36,677
-2,173
4344
$286K ﹤0.01%
9,710
+3,809
4345
$285K ﹤0.01%
27,091
+7,844
4346
$285K ﹤0.01%
18,287
+4,727
4347
$284K ﹤0.01%
105,314
+7,139
4348
$283K ﹤0.01%
+308
4349
$283K ﹤0.01%
8,596
+3,529
4350
$282K ﹤0.01%
26,700
-1,150
172 173
174
175 176