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
5101
$74K ﹤0.01%
10,333
+3,993
5102
$74K ﹤0.01%
1,286
+186
5103
$74K ﹤0.01%
+2,841
5104
$74K ﹤0.01%
6,459
+842
5105
$74K ﹤0.01%
1,184
+10
5106
$74K ﹤0.01%
16,396
+6,447
5107
$74K ﹤0.01%
70
+2
5108
$74K ﹤0.01%
5,410
+200
5109
$73K ﹤0.01%
3,032
+2,966
5110
$73K ﹤0.01%
13,531
-19,142
5111
$73K ﹤0.01%
+2,856
5112
$73K ﹤0.01%
2,849
-299
5113
$72K ﹤0.01%
12,263
+4,401
5114
$72K ﹤0.01%
7,055
+5,455
5115
$72K ﹤0.01%
165,767
+83,637
5116
$72K ﹤0.01%
3,261
-2,847
5117
$72K ﹤0.01%
2,484
+1,348
5118
$72K ﹤0.01%
1,898
+1,192
5119
$72K ﹤0.01%
15,213
-12,903
5120
$72K ﹤0.01%
4,006
+3,305
5121
$72K ﹤0.01%
7,936
-4,030
5122
$72K ﹤0.01%
2,683
+51
5123
$71K ﹤0.01%
37,806
+28,749
5124
$71K ﹤0.01%
1,643
-1,182
5125
$71K ﹤0.01%
1,136
+621
203 204
205
206 207