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
151
$304M 0.13%
3,278,322
+201,308
152
$303M 0.13%
6,013,334
+1,277,108
153
$299M 0.13%
5,987,365
-793,106
154
$291M 0.13%
1,519,255
-15,869
155
$291M 0.13%
2,045,658
+250,290
156
$291M 0.13%
8,063,005
+413,640
157
$290M 0.13%
3,576,850
+181,126
158
$288M 0.13%
2,849,661
-14,416
159
$287M 0.13%
3,761,302
-44,776
160
$281M 0.12%
1,399,143
-159,248
161
$279M 0.12%
4,715,652
+195,658
162
$269M 0.12%
10,157,695
+595,378
163
$266M 0.12%
2,837,834
+63,172
164
$266M 0.12%
2,802,367
+46,488
165
$265M 0.12%
4,940,210
-408,314
166
$264M 0.12%
4,535,612
+2,864,937
167
$261M 0.12%
4,405,900
+81,856
168
$259M 0.11%
1,728,209
+111,769
169
$259M 0.11%
4,106,637
-1,733,642
170
$257M 0.11%
3,449,809
-258,259
171
$257M 0.11%
2,388,531
-21,923
172
$254M 0.11%
4,385,039
+171,071
173
$253M 0.11%
2,100,060
-34,370
174
$253M 0.11%
11,951,155
-84,981
175
$252M 0.11%
2,023,044
-118,821
5 6
7
8 9