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
4751
$74K ﹤0.01%
5,403
-1,523
4752
$73K ﹤0.01%
3,390
+2,146
4753
$73K ﹤0.01%
40,102
+15,214
4754
$73K ﹤0.01%
+3,076
4755
$73K ﹤0.01%
3,852
-281
4756
$73K ﹤0.01%
1,025
+457
4757
$73K ﹤0.01%
1,779
-1,300
4758
$73K ﹤0.01%
+2,885
4759
$73K ﹤0.01%
4,663
+776
4760
$73K ﹤0.01%
1,227
+253
4761
$72K ﹤0.01%
851
+100
4762
$72K ﹤0.01%
+3,560
4763
$72K ﹤0.01%
3,477
+1,578
4764
$72K ﹤0.01%
14,190
+2,590
4765
$72K ﹤0.01%
2,418
+847
4766
$72K ﹤0.01%
5,258
+708
4767
$72K ﹤0.01%
+1,472
4768
$71K ﹤0.01%
7,243
-20,873
4769
$71K ﹤0.01%
210
+191
4770
$71K ﹤0.01%
6,137
+4,634
4771
$71K ﹤0.01%
2,748
+1,906
4772
$71K ﹤0.01%
3,500
+85
4773
$71K ﹤0.01%
+6,081
4774
$71K ﹤0.01%
1,773
+119
4775
$71K ﹤0.01%
3,942
+1,139
189 190
191
192 193