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
4776
$147K ﹤0.01%
51,319
+17,891
4777
$147K ﹤0.01%
20,353
+6,792
4778
$147K ﹤0.01%
8,859
+2,790
4779
$147K ﹤0.01%
5,249
-4,440
4780
$147K ﹤0.01%
17,475
-158,242
4781
$147K ﹤0.01%
2,126
-219
4782
$146K ﹤0.01%
4,334
-541
4783
$146K ﹤0.01%
5,659
-2,494
4784
$146K ﹤0.01%
12,352
+3,142
4785
$146K ﹤0.01%
69,305
-1,638
4786
$145K ﹤0.01%
2,443
+1,206
4787
$145K ﹤0.01%
10,401
-86,264
4788
$144K ﹤0.01%
55,603
+20,239
4789
$144K ﹤0.01%
5,275
+1,546
4790
$144K ﹤0.01%
35,184
+18,685
4791
$143K ﹤0.01%
688
-235
4792
$143K ﹤0.01%
+10,399
4793
$143K ﹤0.01%
9,940
+3,274
4794
$143K ﹤0.01%
1,419
-1,114
4795
$143K ﹤0.01%
9,966
-7,542
4796
$142K ﹤0.01%
8,302
+2,977
4797
$142K ﹤0.01%
59,017
+15,505
4798
$142K ﹤0.01%
5,629
-100
4799
$142K ﹤0.01%
16,173
-222,615
4800
$142K ﹤0.01%
9,870
+3,357
190 191
192
193 194