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
4376
$275K ﹤0.01%
13,361
+5,009
4377
$274K ﹤0.01%
12,516
-12,474
4378
$274K ﹤0.01%
3,862
+916
4379
$273K ﹤0.01%
+7,159
4380
$273K ﹤0.01%
16,246
+11,050
4381
$273K ﹤0.01%
22,731
+8,957
4382
$272K ﹤0.01%
16,846
-2,733
4383
$272K ﹤0.01%
17,473
+217
4384
$271K ﹤0.01%
10,412
+3,074
4385
$271K ﹤0.01%
1,959
-165
4386
$271K ﹤0.01%
2,116
+313
4387
$270K ﹤0.01%
10,216
-187
4388
$270K ﹤0.01%
+9,706
4389
$270K ﹤0.01%
22,477
+11,789
4390
$270K ﹤0.01%
10,755
+7,494
4391
$269K ﹤0.01%
12,173
+4,811
4392
$269K ﹤0.01%
65,819
-5,544
4393
$268K ﹤0.01%
19,283
+1,885
4394
$268K ﹤0.01%
13,818
+4,536
4395
$268K ﹤0.01%
36,033
+25,020
4396
$268K ﹤0.01%
8,994
+2,099
4397
$268K ﹤0.01%
2,095
4398
$268K ﹤0.01%
5,504
-2,525
4399
$267K ﹤0.01%
33,658
+12,852
4400
$267K ﹤0.01%
3,926
-14,431
174 175
176
177 178