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
4251
$156K ﹤0.01%
4,208
+1,379
4252
$156K ﹤0.01%
+1,954
4253
$156K ﹤0.01%
8,670
+6,445
4254
$156K ﹤0.01%
16,687
-5,699
4255
$156K ﹤0.01%
9,397
+8,500
4256
$155K ﹤0.01%
12,287
-849
4257
$155K ﹤0.01%
5,353
+379
4258
$155K ﹤0.01%
7,215
-540
4259
$155K ﹤0.01%
4,412
+4,078
4260
$154K ﹤0.01%
8,196
+3,688
4261
$154K ﹤0.01%
+6,076
4262
$154K ﹤0.01%
521
-71
4263
$153K ﹤0.01%
3,746
+2,788
4264
$153K ﹤0.01%
11,401
+9,258
4265
$153K ﹤0.01%
3,853
+15
4266
$153K ﹤0.01%
14,562
-64
4267
$152K ﹤0.01%
3,269
+2,637
4268
$152K ﹤0.01%
4,353
+3,259
4269
$151K ﹤0.01%
9,026
+7,113
4270
$151K ﹤0.01%
6,217
+2,566
4271
$151K ﹤0.01%
2,518
-289
4272
$151K ﹤0.01%
4,319
+3,081
4273
$150K ﹤0.01%
5,161
+1,793
4274
$150K ﹤0.01%
14,340
+4,782
4275
$150K ﹤0.01%
57
+21
169 170
171
172 173