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
501
$57.4M 0.03%
374,773
-15,902
502
$57.3M 0.03%
3,408,435
+267,199
503
$57.3M 0.03%
1,083,819
-111,564
504
$57.2M 0.03%
240,039
+11,055
505
$57M 0.03%
1,381,850
-545,990
506
$56.8M 0.03%
977,634
+916,249
507
$56.7M 0.03%
1,554,575
+109,975
508
$56.7M 0.03%
3,675,890
-142,009
509
$56.5M 0.03%
380,564
+166,261
510
$56.5M 0.03%
1,095,142
+227,948
511
$56.4M 0.03%
3,178,817
-494,540
512
$56.3M 0.03%
852,245
-183
513
$56.3M 0.03%
51,204
+4,813
514
$56.2M 0.03%
1,162,962
+394,548
515
$56.1M 0.03%
280,776
+46,670
516
$55.9M 0.03%
621,343
-149,904
517
$55.9M 0.03%
720,123
+35,339
518
$55.7M 0.03%
581,753
-104,973
519
$55.7M 0.03%
2,330,998
+87,905
520
$55.2M 0.03%
468,137
+97,771
521
$54.3M 0.03%
1,035,225
+96,996
522
$54M 0.03%
933,992
+143,265
523
$53.9M 0.03%
378,595
+81,818
524
$53.8M 0.03%
1,653,660
-224,244
525
$53.6M 0.03%
780,554
+289,772
19 20
21
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