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
26
$1.45B 0.64%
6,864,912
-215,098
27
$1.37B 0.6%
4,144,973
-62,768
28
$1.33B 0.58%
4,510,967
-222,991
29
$1.31B 0.58%
13,918,342
-130,603
30
$1.3B 0.57%
6,558,431
+217,123
31
$1.28B 0.57%
10,031,163
+55,944
32
$1.28B 0.56%
10,615,276
-169,554
33
$1.24B 0.54%
25,762,485
+1,109,386
34
$1.23B 0.54%
6,423,759
+755,331
35
$1.23B 0.54%
3,150,621
-9,474
36
$1.21B 0.53%
18,128,100
+3,102,200
37
$1.19B 0.53%
40,411,888
+5,066,526
38
$1.19B 0.53%
13,732,030
+1,352,537
39
$1.18B 0.52%
5,552,750
-1,613,470
40
$1.16B 0.51%
7,117,795
+111,675
41
$1.15B 0.51%
44,501,467
-13,801,054
42
$1.13B 0.5%
6,444,052
-26,776
43
$1.13B 0.5%
19,364,225
+1,298,242
44
$1.1B 0.48%
3,376,433
+39,759
45
$1.07B 0.47%
24,269,500
+81,208
46
$992M 0.44%
3,068,348
+82,247
47
$972M 0.43%
23,608,565
-897,370
48
$972M 0.43%
5,490,325
-51,438
49
$961M 0.42%
3,267,963
+100,022
50
$957M 0.42%
15,815,564
-359,332
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2
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