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
5551
$31K ﹤0.01%
972
+72
5552
$31K ﹤0.01%
737
5553
$31K ﹤0.01%
6
+1
5554
$31K ﹤0.01%
+1,164
5555
$31K ﹤0.01%
1,100
-200
5556
$31K ﹤0.01%
1,280
+359
5557
$31K ﹤0.01%
611
+298
5558
$31K ﹤0.01%
1,131
+1,031
5559
$31K ﹤0.01%
2,674
+1,250
5560
$31K ﹤0.01%
46
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5561
$31K ﹤0.01%
+903
5562
$30K ﹤0.01%
73
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5563
$30K ﹤0.01%
3,344
-22,230
5564
$30K ﹤0.01%
+15,000
5565
$30K ﹤0.01%
+23
5566
$30K ﹤0.01%
2,062
+1,736
5567
$30K ﹤0.01%
+418
5568
$30K ﹤0.01%
1,263
-500
5569
$30K ﹤0.01%
2,713
+2,230
5570
$30K ﹤0.01%
2,055
+1,800
5571
$30K ﹤0.01%
3,778
+1,256
5572
$30K ﹤0.01%
1,161
-1,361
5573
$30K ﹤0.01%
451
-478
5574
$30K ﹤0.01%
1,105
+167
5575
$30K ﹤0.01%
1,367
+916
221 222
223
224 225