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
4126
$374K ﹤0.01%
13,813
+4,399
4127
$373K ﹤0.01%
2,968
+1,295
4128
$373K ﹤0.01%
107,083
+106,429
4129
$372K ﹤0.01%
9,064
+9,009
4130
$372K ﹤0.01%
13,557
+4,277
4131
$372K ﹤0.01%
30,349
+13,185
4132
$372K ﹤0.01%
66,917
-112
4133
$371K ﹤0.01%
50,285
+14,689
4134
$370K ﹤0.01%
34,191
+12,575
4135
$370K ﹤0.01%
7,142
+2,077
4136
$370K ﹤0.01%
14,889
-5,635
4137
$370K ﹤0.01%
10,702
+9,339
4138
$368K ﹤0.01%
49,068
+12,202
4139
$368K ﹤0.01%
33,811
-101,705
4140
$368K ﹤0.01%
6,784
+769
4141
$368K ﹤0.01%
6,562
+4,914
4142
$368K ﹤0.01%
19,693
+14,594
4143
$367K ﹤0.01%
28,062
+15,398
4144
$367K ﹤0.01%
116,586
-917
4145
$367K ﹤0.01%
5,838
-3,080
4146
$367K ﹤0.01%
56,867
-1,565
4147
$367K ﹤0.01%
10,388
+7,043
4148
$366K ﹤0.01%
10,860
-1,342
4149
$366K ﹤0.01%
8,554
+3,241
4150
$366K ﹤0.01%
15,874
+7,608
164 165
166
167 168