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
3951
$256K ﹤0.01%
11,997
+2,599
3952
$255K ﹤0.01%
15,184
+6,090
3953
$254K ﹤0.01%
6,946
+2,148
3954
$254K ﹤0.01%
6,813
+1,285
3955
$254K ﹤0.01%
13,793
+4,224
3956
$252K ﹤0.01%
41,698
-74,459
3957
$252K ﹤0.01%
11,529
-1,194
3958
$252K ﹤0.01%
13,358
+6,787
3959
$252K ﹤0.01%
52,420
-13,831
3960
$252K ﹤0.01%
31,499
+17,462
3961
$251K ﹤0.01%
76,149
+69,648
3962
$251K ﹤0.01%
9,550
+4,886
3963
$250K ﹤0.01%
27,823
+17,015
3964
$249K ﹤0.01%
31,487
-54,963
3965
$249K ﹤0.01%
4,910
-49,308
3966
$249K ﹤0.01%
11,216
-200
3967
$248K ﹤0.01%
8,831
+4,474
3968
$248K ﹤0.01%
4,358
+2,921
3969
$247K ﹤0.01%
+10,074
3970
$247K ﹤0.01%
10,583
-5,650
3971
$245K ﹤0.01%
461
+51
3972
$245K ﹤0.01%
19,819
+5,731
3973
$245K ﹤0.01%
13,514
+11,861
3974
$244K ﹤0.01%
6,676
+2,019
3975
$244K ﹤0.01%
2,306
+1,712
157 158
159
160 161