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
4751
$153K ﹤0.01%
58,229
+9,291
4752
$153K ﹤0.01%
1,601
+1,250
4753
$153K ﹤0.01%
4,362
+1,097
4754
$152K ﹤0.01%
15,419
+6,658
4755
$152K ﹤0.01%
4,449
+4,338
4756
$151K ﹤0.01%
+2,630
4757
$151K ﹤0.01%
+5,822
4758
$151K ﹤0.01%
+5,820
4759
$151K ﹤0.01%
103
+26
4760
$151K ﹤0.01%
8,385
-2,035
4761
$151K ﹤0.01%
13,574
-999
4762
$151K ﹤0.01%
1,044
+513
4763
$151K ﹤0.01%
36,932
+14,075
4764
$150K ﹤0.01%
4,000
+1,030
4765
$150K ﹤0.01%
+11,957
4766
$149K ﹤0.01%
8,723
+5,367
4767
$149K ﹤0.01%
37,496
+19,828
4768
$149K ﹤0.01%
21,159
+4,540
4769
$149K ﹤0.01%
9,653
+3,692
4770
$149K ﹤0.01%
11,953
+9,074
4771
$148K ﹤0.01%
11,672
+2,472
4772
$148K ﹤0.01%
7,478
+2,011
4773
$148K ﹤0.01%
13,464
+4,774
4774
$148K ﹤0.01%
10,402
+641
4775
$147K ﹤0.01%
6,284
+1,427
189 190
191
192 193