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
7451
– –
-36,714
7452
– –
-970
7453
– –
-2,635
7454
– –
-1,811
7455
$0 ﹤0.01%
+12
7456
– –
-50
7457
– –
0
7458
$0 ﹤0.01%
10
-45
7459
– –
-20
7460
– –
-5,908
7461
$0 ﹤0.01%
+500
7462
– –
-946
7463
– –
-18
7464
$0 ﹤0.01%
36
7465
– –
-501
7466
$0 ﹤0.01%
6
-418
7467
$0 ﹤0.01%
+13,320
7468
– –
-2
7469
$0 ﹤0.01%
+12
7470
– –
-82
7471
– –
-318
7472
$0 ﹤0.01%
84
7473
– –
-358
7474
$0 ﹤0.01%
8
-1
7475
– –
-789
297 298
299
300 301