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
451
$65.8M 0.03%
1,405,805
-111,688
452
$65.6M 0.03%
1,616,236
+35,568
453
$64.9M 0.03%
378,982
-35,062
454
$64.7M 0.03%
669,885
+118,615
455
$64.5M 0.03%
2,454,793
-185,969
456
$64.3M 0.03%
1,854,801
+809,725
457
$63.8M 0.03%
2,097,244
-258,895
458
$63.8M 0.03%
1,125,433
+105,837
459
$63.7M 0.03%
404,513
+74,493
460
$63.6M 0.03%
1,178,733
-103,863
461
$63.2M 0.03%
815,786
-26,978
462
$63.2M 0.03%
474,387
-12,711
463
$63.2M 0.03%
2,400,371
+106,713
464
$62.9M 0.03%
1,852,212
-6,906
465
$62.3M 0.03%
1,820,674
+481,903
466
$62.2M 0.03%
642,204
+32,187
467
$62M 0.03%
2,288,375
-37,832
468
$62M 0.03%
4,234,965
+747,608
469
$61.9M 0.03%
428,016
+47,832
470
$61.9M 0.03%
681,116
+549,417
471
$61.8M 0.03%
1,208,825
+6,645
472
$61.7M 0.03%
274,510
-8,399
473
$61.3M 0.03%
921,840
+3,282
474
$61.2M 0.03%
429,202
-80,094
475
$61.1M 0.03%
2,023,611
+77,779
17 18
19
20 21