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
6701
$2K ﹤0.01%
4,499
-3,793
6702
– –
0
6703
$2K ﹤0.01%
410
+347
6704
$2K ﹤0.01%
500
6705
$2K ﹤0.01%
+5
6706
$2K ﹤0.01%
494
+244
6707
$2K ﹤0.01%
240
-270
6708
$2K ﹤0.01%
+30
6709
– –
0
6710
$2K ﹤0.01%
2,565
+2,563
6711
$2K ﹤0.01%
+100
6712
$2K ﹤0.01%
1,950
-7,190
6713
$2K ﹤0.01%
1
-3
6714
$2K ﹤0.01%
258
+239
6715
$2K ﹤0.01%
3
-10
6716
$2K ﹤0.01%
104
-50
6717
$2K ﹤0.01%
90
6718
$2K ﹤0.01%
82
-7,242
6719
$2K ﹤0.01%
3,515
+3,365
6720
$2K ﹤0.01%
54
-540
6721
$2K ﹤0.01%
+171
6722
$2K ﹤0.01%
31
-569
6723
$2K ﹤0.01%
99
-1,197
6724
$2K ﹤0.01%
646
6725
$2K ﹤0.01%
450
-2,762
267 268
269
270 271