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
5501
$35K ﹤0.01%
15,738
+6,613
5502
$34K ﹤0.01%
12,276
+1,369
5503
$34K ﹤0.01%
37
+16
5504
$34K ﹤0.01%
+1,769
5505
$34K ﹤0.01%
1,357
-481
5506
$34K ﹤0.01%
513
-590
5507
$34K ﹤0.01%
1,827
-696
5508
$34K ﹤0.01%
1,265
-695
5509
$34K ﹤0.01%
1,268
+692
5510
$34K ﹤0.01%
644
+417
5511
$34K ﹤0.01%
+4,158
5512
$34K ﹤0.01%
1,514
-500
5513
$34K ﹤0.01%
7,743
-1,888
5514
$34K ﹤0.01%
3,300
+2,700
5515
$34K ﹤0.01%
1,640
-100
5516
$34K ﹤0.01%
719
+369
5517
$34K ﹤0.01%
1,475
-619
5518
$33K ﹤0.01%
2,986
-182
5519
$33K ﹤0.01%
1,144
+692
5520
$33K ﹤0.01%
2,040
-40,205
5521
$33K ﹤0.01%
+3,034
5522
$33K ﹤0.01%
4,229
-2,719
5523
$33K ﹤0.01%
2,035
-41
5524
$33K ﹤0.01%
5,439
-668
5525
$33K ﹤0.01%
1,931
-308
219 220
221
222 223