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
3751
$594K ﹤0.01%
34,082
+12,457
3752
$594K ﹤0.01%
37,120
-1,944
3753
$593K ﹤0.01%
41,590
+34,330
3754
$593K ﹤0.01%
26,180
+6,594
3755
$593K ﹤0.01%
3,709
+1,472
3756
$591K ﹤0.01%
28,002
-133
3757
$591K ﹤0.01%
11,608
-844
3758
$591K ﹤0.01%
127,925
-844,252
3759
$590K ﹤0.01%
8,310
+379
3760
$589K ﹤0.01%
9,626
+2,881
3761
$589K ﹤0.01%
37,680
-2,969
3762
$589K ﹤0.01%
55,073
+1,610
3763
$588K ﹤0.01%
16,217
-49
3764
$588K ﹤0.01%
20,923
-1,951
3765
$587K ﹤0.01%
11,993
+4,718
3766
$587K ﹤0.01%
41,280
-7,023
3767
$586K ﹤0.01%
703
+273
3768
$585K ﹤0.01%
14,581
+13,883
3769
$585K ﹤0.01%
109,864
+17,274
3770
$584K ﹤0.01%
37,441
-3,539
3771
$583K ﹤0.01%
22,735
+7,696
3772
$583K ﹤0.01%
43,306
+14,645
3773
$582K ﹤0.01%
57,511
+20,970
3774
$582K ﹤0.01%
36,983
+15,062
3775
$581K ﹤0.01%
13,436
+6,300
149 150
151
152 153