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
4401
$267K ﹤0.01%
21,217
+8,070
4402
$267K ﹤0.01%
6,338
+2,347
4403
$267K ﹤0.01%
23,080
+7,815
4404
$267K ﹤0.01%
9,884
+353
4405
$265K ﹤0.01%
4,648
+2,526
4406
$265K ﹤0.01%
7,304
+1,750
4407
$265K ﹤0.01%
36,926
-824
4408
$264K ﹤0.01%
11,713
+3,900
4409
$263K ﹤0.01%
9,712
+1,417
4410
$263K ﹤0.01%
48,375
+16,887
4411
$263K ﹤0.01%
5,470
-100
4412
$263K ﹤0.01%
6,783
-175
4413
$262K ﹤0.01%
17,912
-2,005
4414
$262K ﹤0.01%
24,921
-79
4415
$261K ﹤0.01%
12,496
+8,342
4416
$261K ﹤0.01%
1,819
+679
4417
$260K ﹤0.01%
10,001
+1,854
4418
$260K ﹤0.01%
15,606
+6,530
4419
$260K ﹤0.01%
+25,300
4420
$260K ﹤0.01%
18,800
+9,278
4421
$260K ﹤0.01%
4,694
+1,544
4422
$259K ﹤0.01%
19,636
+4,545
4423
$259K ﹤0.01%
9,149
+3,075
4424
$258K ﹤0.01%
5,745
+5,207
4425
$258K ﹤0.01%
34,886
+13,369
175 176
177
178 179