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
4501
$104K ﹤0.01%
3,644
+2,824
4502
$104K ﹤0.01%
18,539
+8,168
4503
$104K ﹤0.01%
2,591
+1,076
4504
$104K ﹤0.01%
1,739
+1,554
4505
$104K ﹤0.01%
871
-133
4506
$103K ﹤0.01%
+1,984
4507
$103K ﹤0.01%
2,572
+1,547
4508
$102K ﹤0.01%
7,264
+2,188
4509
$102K ﹤0.01%
3,884
-1,195
4510
$102K ﹤0.01%
3,857
+2,708
4511
$102K ﹤0.01%
5,290
-2,705
4512
$102K ﹤0.01%
10,145
+8,213
4513
$102K ﹤0.01%
15,731
+8,621
4514
$102K ﹤0.01%
42,940
-28
4515
$102K ﹤0.01%
6,082
+821
4516
$101K ﹤0.01%
5,218
+1,693
4517
$100K ﹤0.01%
40,575
-2,149
4518
$100K ﹤0.01%
4,666
+2,569
4519
$100K ﹤0.01%
+2,120
4520
$100K ﹤0.01%
7,568
-2,861
4521
$100K ﹤0.01%
6,696
+1,572
4522
$100K ﹤0.01%
13,803
-3,464
4523
$100K ﹤0.01%
12,779
+10,162
4524
$100K ﹤0.01%
4,539
4525
$99K ﹤0.01%
8,208
+8,083
179 180
181
182 183