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
5626
$28K ﹤0.01%
727
-99
5627
$28K ﹤0.01%
903
-10
5628
$28K ﹤0.01%
1,388
+10
5629
$28K ﹤0.01%
1,524
+1,051
5630
$27K ﹤0.01%
+10,302
5631
$27K ﹤0.01%
5,500
-2,128
5632
$27K ﹤0.01%
500
5633
$27K ﹤0.01%
2,500
-506
5634
$27K ﹤0.01%
1,304
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5635
$27K ﹤0.01%
3,143
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5636
$27K ﹤0.01%
2,522
5637
$27K ﹤0.01%
463
-3
5638
$27K ﹤0.01%
32,144
+28,700
5639
$27K ﹤0.01%
414
5640
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920
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760
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5642
$27K ﹤0.01%
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5643
$27K ﹤0.01%
3,940
+2,790
5644
$27K ﹤0.01%
1,225
+1,155
5645
$27K ﹤0.01%
1,355
-1,315
5646
$27K ﹤0.01%
1,725
+386
5647
$27K ﹤0.01%
+1,140
5648
$27K ﹤0.01%
236
-82
5649
$27K ﹤0.01%
110
-4,372
5650
$27K ﹤0.01%
1,241
-1,112
224 225
226
227 228