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
5501
$28K ﹤0.01%
+2,390
5502
$28K ﹤0.01%
+1
5503
$28K ﹤0.01%
+1,730
5504
$28K ﹤0.01%
64
+37
5505
$28K ﹤0.01%
2,812
-3,388
5506
$28K ﹤0.01%
1,160
-8
5507
$28K ﹤0.01%
1,588
-32,208
5508
$28K ﹤0.01%
2,488
+3
5509
$28K ﹤0.01%
4,094
5510
$28K ﹤0.01%
2,717
+767
5511
$28K ﹤0.01%
46
+5
5512
$28K ﹤0.01%
2,102
-2,040
5513
$28K ﹤0.01%
900
-616
5514
$28K ﹤0.01%
2,349
-12,651
5515
$28K ﹤0.01%
2,899
+2,799
5516
$28K ﹤0.01%
1,760
-91
5517
$28K ﹤0.01%
737
5518
$28K ﹤0.01%
1,133
+300
5519
$27K ﹤0.01%
147
+72
5520
$27K ﹤0.01%
667
5521
$27K ﹤0.01%
2,906
+2,265
5522
$27K ﹤0.01%
21,762
+14,721
5523
$27K ﹤0.01%
2,700
+100
5524
$27K ﹤0.01%
900
+400
5525
$27K ﹤0.01%
5,375
+350
219 220
221
222 223