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
476
$66.1M 0.03%
1,340,847
+88,972
477
$66.1M 0.03%
2,303,119
-24,064
478
$65.8M 0.03%
1,725,838
-563,580
479
$65.8M 0.03%
300,623
-27,111
480
$65.7M 0.03%
2,818,006
-821,717
481
$65M 0.03%
966,896
+264,640
482
$64.9M 0.03%
265,910
-972
483
$64.8M 0.03%
1,349,276
-308,795
484
$64.6M 0.03%
4,752,972
-69,656
485
$64.3M 0.03%
1,145,504
-291,778
486
$64.3M 0.03%
1,640,986
-23,401
487
$64.2M 0.03%
2,472,315
+522,795
488
$64.1M 0.03%
3,197,235
+368,583
489
$64.1M 0.03%
2,510,130
-7,231,143
490
$63.6M 0.03%
1,145,409
+31,126
491
$63.5M 0.03%
3,286,657
-596,428
492
$63.3M 0.03%
2,536,206
+376,736
493
$63.3M 0.03%
887,109
+277,746
494
$63.2M 0.03%
1,372,946
+128,924
495
$63.1M 0.03%
426,710
-14,323
496
$62.9M 0.03%
471,430
+73,863
497
$62.9M 0.03%
518,415
+71,167
498
$62.7M 0.03%
359,693
+7,091
499
$62.7M 0.03%
1,690,301
+1,508,657
500
$62.6M 0.03%
717,978
+71,732
18 19
20
21 22