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
4851
$128K ﹤0.01%
6,528
-383
4852
$128K ﹤0.01%
3,466
+2,730
4853
$128K ﹤0.01%
5,256
+4,516
4854
$127K ﹤0.01%
12,614
+3,822
4855
$127K ﹤0.01%
90,630
+29,829
4856
$126K ﹤0.01%
22,996
+9,079
4857
$126K ﹤0.01%
11,715
-3,144
4858
$126K ﹤0.01%
+5,253
4859
$126K ﹤0.01%
+2,778
4860
$125K ﹤0.01%
9,123
+2,220
4861
$125K ﹤0.01%
14,833
+8,819
4862
$125K ﹤0.01%
61,095
+22,842
4863
$125K ﹤0.01%
+1,366
4864
$124K ﹤0.01%
+1,250
4865
$124K ﹤0.01%
2,769
+619
4866
$124K ﹤0.01%
34,144
-146,739
4867
$124K ﹤0.01%
24,770
+7,864
4868
$123K ﹤0.01%
2,881
+2,843
4869
$122K ﹤0.01%
30,972
+18,690
4870
$122K ﹤0.01%
4,061
+3,215
4871
$122K ﹤0.01%
1,505
-10,624
4872
$122K ﹤0.01%
497
+233
4873
$122K ﹤0.01%
26,089
+16,488
4874
$122K ﹤0.01%
32,804
+14,305
4875
$122K ﹤0.01%
26,814
-79
193 194
195
196 197