UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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
+27.7%
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
6151
$11K ﹤0.01%
2,607
-1,174
6152
$10K ﹤0.01%
5,837
+1,129
6153
$10K ﹤0.01%
5,066
+774
6154
– –
0
6155
$10K ﹤0.01%
+13
6156
$10K ﹤0.01%
3,180
+1,093
6157
$10K ﹤0.01%
3,501
+3,300
6158
$10K ﹤0.01%
1,085
-9,222
6159
$10K ﹤0.01%
1,889
+389
6160
$10K ﹤0.01%
+313
6161
$10K ﹤0.01%
+7,312
6162
$10K ﹤0.01%
+295
6163
$10K ﹤0.01%
67
+56
6164
$10K ﹤0.01%
+5,281
6165
$10K ﹤0.01%
2,024
+1,024
6166
$10K ﹤0.01%
9,415
-4,751
6167
$10K ﹤0.01%
1,218
+1,067
6168
$10K ﹤0.01%
3,285
+194
6169
$10K ﹤0.01%
1,000
6170
$10K ﹤0.01%
1,000
6171
$10K ﹤0.01%
398
-155
6172
$10K ﹤0.01%
2,946
+67
6173
$10K ﹤0.01%
+202
6174
$10K ﹤0.01%
1,691
+825
6175
$10K ﹤0.01%
+1,864
245 246
247
248 249