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
3676
$400K ﹤0.01%
2,219,374
+196,390
3677
$399K ﹤0.01%
136
+5
3678
$399K ﹤0.01%
22,321
+11,874
3679
$399K ﹤0.01%
91,601
-590,835
3680
$399K ﹤0.01%
11,731
-3,857
3681
$399K ﹤0.01%
24,150
+4,401
3682
$398K ﹤0.01%
18,760
+6,860
3683
$396K ﹤0.01%
34,126
+3,268
3684
$395K ﹤0.01%
41,744
-1,720
3685
$389K ﹤0.01%
19,302
+1,329
3686
$389K ﹤0.01%
58,314
+56,981
3687
$388K ﹤0.01%
24,168
+20,343
3688
$388K ﹤0.01%
24,279
+14,153
3689
$387K ﹤0.01%
51,631
+34,728
3690
$387K ﹤0.01%
17,650
-4,070
3691
$387K ﹤0.01%
21,610
+8,487
3692
$387K ﹤0.01%
29,607
+26,928
3693
$386K ﹤0.01%
53,552
+12,054
3694
$385K ﹤0.01%
18,123
+13,607
3695
$385K ﹤0.01%
33,090
-1,520
3696
$385K ﹤0.01%
13,474
-73,222
3697
$385K ﹤0.01%
30,171
-23,076
3698
$384K ﹤0.01%
6,957
+853
3699
$382K ﹤0.01%
40,980
-3,374
3700
$382K ﹤0.01%
10,788
+2,178
146 147
148
149 150