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
4701
$167K ﹤0.01%
10,372
-614
4702
$167K ﹤0.01%
1,353
+352
4703
$167K ﹤0.01%
+1,189
4704
$166K ﹤0.01%
62,480
+18,691
4705
$166K ﹤0.01%
84,509
-73,877
4706
$166K ﹤0.01%
43,015
+18,326
4707
$166K ﹤0.01%
27,746
+2,279
4708
$166K ﹤0.01%
+4,257
4709
$166K ﹤0.01%
11,488
+2,476
4710
$165K ﹤0.01%
20,043
+7,035
4711
$165K ﹤0.01%
23,289
+10,895
4712
$165K ﹤0.01%
947
+281
4713
$165K ﹤0.01%
8,481
+3,221
4714
$165K ﹤0.01%
20,394
+7,812
4715
$164K ﹤0.01%
10,605
+6,635
4716
$164K ﹤0.01%
38,705
+21,143
4717
$164K ﹤0.01%
40,791
+21,088
4718
$163K ﹤0.01%
11
+5
4719
$163K ﹤0.01%
+6,193
4720
$163K ﹤0.01%
107,420
+77,500
4721
$163K ﹤0.01%
22,771
+8,793
4722
$163K ﹤0.01%
14,761
+6,037
4723
$162K ﹤0.01%
1,069
+175
4724
$162K ﹤0.01%
+15,900
4725
$160K ﹤0.01%
11,923
-1,907
187 188
189
190 191