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
4526
$99K ﹤0.01%
2,251
+1,309
4527
$99K ﹤0.01%
2,552
+1,881
4528
$99K ﹤0.01%
7,321
+5,179
4529
$99K ﹤0.01%
60,696
+39,928
4530
$99K ﹤0.01%
85,469
-30,173
4531
$98K ﹤0.01%
2,329
-70,093
4532
$98K ﹤0.01%
470
+46
4533
$98K ﹤0.01%
10,683
-2,147
4534
$98K ﹤0.01%
+1,280
4535
$98K ﹤0.01%
5,347
-5,857
4536
$98K ﹤0.01%
17,700
-8,032
4537
$98K ﹤0.01%
1,947
+1,612
4538
$97K ﹤0.01%
14,222
+10,377
4539
$97K ﹤0.01%
6,029
-2,518
4540
$97K ﹤0.01%
4,861
+3,691
4541
$97K ﹤0.01%
7,361
+5,115
4542
$97K ﹤0.01%
732
-510
4543
$97K ﹤0.01%
10,376
+2,109
4544
$97K ﹤0.01%
4,097
+1,873
4545
$97K ﹤0.01%
6,442
+3,483
4546
$96K ﹤0.01%
5,248
+3,757
4547
$96K ﹤0.01%
24,123
-26,955
4548
$96K ﹤0.01%
3,530
+1,384
4549
$96K ﹤0.01%
4,738
+4,614
4550
$96K ﹤0.01%
2,921
+1,025
180 181
182
183 184