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
7401
– –
-4
7402
– –
-79
7403
– –
-804
7404
– –
-554
7405
– –
-1,811
7406
$0 ﹤0.01%
3,845
-40
7407
– –
-4,588
7408
– –
-440
7409
– –
-429
7410
– –
-217
7411
– –
-1,719
7412
$0 ﹤0.01%
+12
7413
– –
-4,757
7414
– –
-1,827
7415
– –
-286
7416
– –
-1,497
7417
– –
-2,188
7418
– –
-51
7419
– –
-124
7420
– –
-2
7421
– –
-200
7422
– –
-2
7423
– –
-15
7424
– –
0
7425
– –
-2,558
295 296
297
298 299