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
4501
$234K ﹤0.01%
8,855
+1,615
4502
$234K ﹤0.01%
17,698
+5,628
4503
$234K ﹤0.01%
51,006
-68,207
4504
$233K ﹤0.01%
10,086
+2,904
4505
$232K ﹤0.01%
20,196
+6,641
4506
$232K ﹤0.01%
47,584
+6,630
4507
$232K ﹤0.01%
17,157
-7,029
4508
$231K ﹤0.01%
57,675
-6,549
4509
$231K ﹤0.01%
3,206
+969
4510
$231K ﹤0.01%
1,938
+1,863
4511
$231K ﹤0.01%
10,116
-900
4512
$231K ﹤0.01%
23,582
+2,865
4513
$230K ﹤0.01%
8,080
-12,620
4514
$230K ﹤0.01%
31,649
+13,417
4515
$230K ﹤0.01%
23,006
-140
4516
$229K ﹤0.01%
19,875
+5,829
4517
$229K ﹤0.01%
20,601
+7,364
4518
$228K ﹤0.01%
52,370
+22,211
4519
$228K ﹤0.01%
12,065
-980
4520
$228K ﹤0.01%
28,713
+8,495
4521
$228K ﹤0.01%
6,575
+751
4522
$228K ﹤0.01%
2,246
+1,316
4523
$227K ﹤0.01%
25,795
+3,990
4524
$227K ﹤0.01%
6,260
-2,128
4525
$227K ﹤0.01%
37,595
+2,642
179 180
181
182 183