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
4976
$100K ﹤0.01%
6,875
-100,377
4977
$100K ﹤0.01%
286
+82
4978
$100K ﹤0.01%
8,880
-1,546
4979
$100K ﹤0.01%
4,461
-500
4980
$99K ﹤0.01%
1,079
-23,511
4981
$99K ﹤0.01%
10,610
+5,066
4982
$99K ﹤0.01%
1,977
+1,670
4983
$99K ﹤0.01%
9,166
-24,204
4984
$99K ﹤0.01%
1,570
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4985
$99K ﹤0.01%
2,508
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4986
$99K ﹤0.01%
6,722
-76
4987
$98K ﹤0.01%
25,192
+6,890
4988
$98K ﹤0.01%
11,283
+4,450
4989
$98K ﹤0.01%
20,449
-1,630
4990
$98K ﹤0.01%
1,827
-27,210
4991
$98K ﹤0.01%
11,121
+1,978
4992
$98K ﹤0.01%
8,657
+3,178
4993
$97K ﹤0.01%
11,520
-1,724
4994
$97K ﹤0.01%
15,779
+6,422
4995
$97K ﹤0.01%
3,256
-532
4996
$96K ﹤0.01%
5,592
+48
4997
$96K ﹤0.01%
6,032
+2,096
4998
$95K ﹤0.01%
14,900
+8,582
4999
$95K ﹤0.01%
+950
5000
$95K ﹤0.01%
+3,346
198 199
200
201 202