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
4426
$257K ﹤0.01%
17,849
-53,665
4427
$257K ﹤0.01%
16,876
-78,385
4428
$256K ﹤0.01%
37,686
+12,764
4429
$256K ﹤0.01%
11,047
+3,818
4430
$256K ﹤0.01%
51,281
+18,971
4431
$256K ﹤0.01%
28,547
+8,244
4432
$256K ﹤0.01%
174,299
+15,468
4433
$256K ﹤0.01%
176,654
+46,102
4434
$255K ﹤0.01%
1,587
-1,230
4435
$255K ﹤0.01%
12,437
+4,336
4436
$255K ﹤0.01%
13,703
+3,913
4437
$254K ﹤0.01%
13,022
+1,913
4438
$254K ﹤0.01%
22,883
+8,106
4439
$253K ﹤0.01%
39,820
+11,652
4440
$252K ﹤0.01%
3,938
-11,605
4441
$252K ﹤0.01%
11,478
+5,089
4442
$252K ﹤0.01%
2,590
+998
4443
$252K ﹤0.01%
17,953
+2,366
4444
$251K ﹤0.01%
7,954
+1,409
4445
$251K ﹤0.01%
17,968
+4,304
4446
$251K ﹤0.01%
14,398
+4,346
4447
$251K ﹤0.01%
24,165
+9,909
4448
$251K ﹤0.01%
16,500
-11,048
4449
$250K ﹤0.01%
+2,637
4450
$250K ﹤0.01%
30,702
+11,727
176 177
178
179 180