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
3376
$627K ﹤0.01%
37,745
-1,816
3377
$620K ﹤0.01%
10,747
+1,463
3378
$620K ﹤0.01%
62,070
-8,612
3379
$620K ﹤0.01%
44,311
+71
3380
$618K ﹤0.01%
658
+222
3381
$618K ﹤0.01%
17,610
-1,905
3382
$618K ﹤0.01%
+80,016
3383
$618K ﹤0.01%
8,145
+3,361
3384
$617K ﹤0.01%
17,372
-3,800
3385
$617K ﹤0.01%
36,845
-9,898
3386
$617K ﹤0.01%
51,118
+27,610
3387
$616K ﹤0.01%
47,903
-1,603
3388
$614K ﹤0.01%
26,433
-423
3389
$614K ﹤0.01%
245,489
-854
3390
$614K ﹤0.01%
55,308
+9,935
3391
$613K ﹤0.01%
17,865
-248,894
3392
$611K ﹤0.01%
49,827
+12,540
3393
$611K ﹤0.01%
14,598
+12,924
3394
$610K ﹤0.01%
34,278
+13,375
3395
$610K ﹤0.01%
39,925
-34,170
3396
$609K ﹤0.01%
30,531
-46,189
3397
$608K ﹤0.01%
29,616
+27,542
3398
$607K ﹤0.01%
33,143
+25,362
3399
$607K ﹤0.01%
67,910
+1,474
3400
$606K ﹤0.01%
21,973
+4,423
134 135
136
137 138