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
4226
$161K ﹤0.01%
6,145
+4,669
4227
$161K ﹤0.01%
14,102
+4,706
4228
$161K ﹤0.01%
2,361
-1,527
4229
$161K ﹤0.01%
46,914
+18,983
4230
$160K ﹤0.01%
21,652
+18,218
4231
$160K ﹤0.01%
9,851
+36
4232
$160K ﹤0.01%
15,351
-74,881
4233
$159K ﹤0.01%
9,808
-641
4234
$159K ﹤0.01%
4,263
+3,605
4235
$159K ﹤0.01%
+5,619
4236
$159K ﹤0.01%
2,667
-11
4237
$158K ﹤0.01%
5,352
+3,242
4238
$158K ﹤0.01%
205
-34
4239
$158K ﹤0.01%
+4,281
4240
$158K ﹤0.01%
4,031
-724
4241
$158K ﹤0.01%
7,242
-344
4242
$157K ﹤0.01%
3,030
+2,930
4243
$157K ﹤0.01%
13,321
+11,461
4244
$157K ﹤0.01%
+2,572
4245
$156K ﹤0.01%
8,147
-767
4246
$156K ﹤0.01%
2,783
+2,201
4247
$156K ﹤0.01%
3,452
+2,250
4248
$156K ﹤0.01%
3,921
-73,328
4249
$156K ﹤0.01%
24,068
+3,386
4250
$156K ﹤0.01%
9,540
+7,656
168 169
170
171 172