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
5051
$50K ﹤0.01%
1,050
-200
5052
$50K ﹤0.01%
6,156
+3,458
5053
$50K ﹤0.01%
3,100
+2,239
5054
$50K ﹤0.01%
20
+4
5055
$50K ﹤0.01%
1,398
+147
5056
$50K ﹤0.01%
3,809
+2,556
5057
$50K ﹤0.01%
1,421
-21,893
5058
$50K ﹤0.01%
+2,331
5059
$50K ﹤0.01%
4,096
+1,883
5060
$50K ﹤0.01%
2,940
+1,457
5061
$50K ﹤0.01%
5,184
-717
5062
$50K ﹤0.01%
+1,195
5063
$50K ﹤0.01%
435
+220
5064
$50K ﹤0.01%
15,177
-291,863
5065
$50K ﹤0.01%
4,502
+3,702
5066
$50K ﹤0.01%
5,467
+2,962
5067
$50K ﹤0.01%
+2,222
5068
$50K ﹤0.01%
+4,940
5069
$50K ﹤0.01%
8,095
+4,895
5070
$49K ﹤0.01%
2,715
+2,270
5071
$49K ﹤0.01%
1,517
-179
5072
$49K ﹤0.01%
5,455
+692
5073
$49K ﹤0.01%
3,551
-1,692
5074
$49K ﹤0.01%
4,750
+2,564
5075
$49K ﹤0.01%
12,345
-3,551
201 202
203
204 205