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
4451
$250K ﹤0.01%
25,326
+22,695
4452
$250K ﹤0.01%
15,155
+5,911
4453
$249K ﹤0.01%
2,952
+603
4454
$248K ﹤0.01%
142,850
+45,035
4455
$247K ﹤0.01%
3,977
+1,011
4456
$247K ﹤0.01%
13,806
+4,578
4457
$247K ﹤0.01%
185,553
+62,605
4458
$247K ﹤0.01%
15,186
+5,024
4459
$246K ﹤0.01%
8,081
+97
4460
$246K ﹤0.01%
2,741
-2,720
4461
$246K ﹤0.01%
13,626
+2,440
4462
$245K ﹤0.01%
16,447
+8,071
4463
$245K ﹤0.01%
8,520
+2,454
4464
$244K ﹤0.01%
28,049
+15,762
4465
$244K ﹤0.01%
9,787
+1,482
4466
$244K ﹤0.01%
5,976
-4,134
4467
$244K ﹤0.01%
57,921
-2,062
4468
$243K ﹤0.01%
824
+481
4469
$243K ﹤0.01%
27,033
+9,304
4470
$242K ﹤0.01%
41,671
+16,580
4471
$242K ﹤0.01%
6,500
+2,000
4472
$241K ﹤0.01%
21,806
+2,560
4473
$241K ﹤0.01%
40,431
+16,468
4474
$241K ﹤0.01%
10,318
+9,298
4475
$240K ﹤0.01%
32,915
-20,168
177 178
179
180 181