UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,520
New
Increased
Reduced
Closed

Top Buys

1
+$1.59B
2
+$763M
3
+$639M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$542M
5
AAPL icon
Apple
AAPL
+$402M

Top Sells

1
+$377M
2
+$332M
3
+$315M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$306M
5
CELG
Celgene Corp
CELG
+$250M

Sector Composition

1 Technology 11.83%
2 Financials 9%
3 Healthcare 7.88%
4 Consumer Discretionary 7.12%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3276
$710K ﹤0.01%
20,783
+1,872
3277
$710K ﹤0.01%
62,810
-7,866
3278
$709K ﹤0.01%
6,799
+1,690
3279
$708K ﹤0.01%
151,005
-7,566
3280
$707K ﹤0.01%
50,525
+2,570
3281
$706K ﹤0.01%
45,056
-141,111
3282
$706K ﹤0.01%
24,315
+23,815
3283
$706K ﹤0.01%
136,520
-141,739
3284
$705K ﹤0.01%
36,142
+377
3285
$704K ﹤0.01%
6,390
+4,178
3286
$703K ﹤0.01%
38,149
+7,919
3287
$702K ﹤0.01%
13,207
-1,902
3288
$701K ﹤0.01%
26,223
+1,599
3289
$700K ﹤0.01%
10,613
-4,380
3290
$699K ﹤0.01%
174,851
+11,432
3291
$699K ﹤0.01%
14,472
+2,087
3292
$696K ﹤0.01%
36,804
+6,618
3293
$696K ﹤0.01%
19,958
-9,322
3294
$695K ﹤0.01%
37,981
-12,048
3295
$694K ﹤0.01%
3,921,978
+226,836
3296
$693K ﹤0.01%
28,291
-1,886
3297
$693K ﹤0.01%
90,528
+24,612
3298
$693K ﹤0.01%
11,819
-123
3299
$691K ﹤0.01%
19,326
+15,624
3300
$690K ﹤0.01%
78,850
+946
130 131
132
133 134