UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$1.48B
2
+$690M
3
+$588M
4
TFC icon
Truist Financial
TFC
+$532M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$278M

Top Sells

1
+$1.3B
2
+$771M
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 9.36%
3 Healthcare 8.43%
4 Consumer Discretionary 6.92%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3176
$1.21M ﹤0.01%
349,980
-1,882
3177
$1.2M ﹤0.01%
78,768
+66,512
3178
$1.2M ﹤0.01%
44,282
-53,838
3179
$1.2M ﹤0.01%
24,747
+561
3180
$1.2M ﹤0.01%
44,686
+16,620
3181
$1.19M ﹤0.01%
58,702
+22,544
3182
$1.19M ﹤0.01%
72,691
-27,025
3183
$1.19M ﹤0.01%
585,611
+13,833
3184
$1.19M ﹤0.01%
73,931
+28,427
3185
$1.19M ﹤0.01%
79,596
+20,769
3186
$1.18M ﹤0.01%
12,488
+163
3187
$1.18M ﹤0.01%
119,619
+9,386
3188
$1.17M ﹤0.01%
87,308
+32,090
3189
$1.17M ﹤0.01%
197,152
-84,090
3190
$1.17M ﹤0.01%
20,000
-53,328
3191
$1.17M ﹤0.01%
125,096
+42,736
3192
$1.17M ﹤0.01%
+54,880
3193
$1.17M ﹤0.01%
23,537
-63,872
3194
$1.17M ﹤0.01%
30,548
+10,550
3195
$1.17M ﹤0.01%
25,686
-45,621
3196
$1.17M ﹤0.01%
164,804
-5,929
3197
$1.16M ﹤0.01%
51,484
+20,960
3198
$1.16M ﹤0.01%
30,808
+25,921
3199
$1.16M ﹤0.01%
30,484
+2,050
3200
$1.16M ﹤0.01%
23,024
+3,360
126 127
128
129 130