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
651
$38.6M 0.02%
1,017,121
+85,415
652
$38.6M 0.02%
290,483
-11,557
653
$38.6M 0.02%
819,240
-93,612
654
$38.6M 0.02%
892,389
-37,390
655
$38.4M 0.02%
325,494
+77,920
656
$38.4M 0.02%
2,742,540
-222,345
657
$38.2M 0.02%
503,359
+86,269
658
$38.2M 0.02%
300,426
-34,004
659
$38M 0.02%
605,776
-70,404
660
$38M 0.02%
764,089
-80,819
661
$38M 0.02%
1,750,485
-11,397
662
$37.8M 0.02%
744,922
-133,577
663
$37.7M 0.02%
1,242,853
-365,262
664
$37.6M 0.02%
1,019,642
+1,013,514
665
$37.6M 0.02%
478
+177
666
$37.4M 0.02%
586,761
+35,424
667
$37.4M 0.02%
102,094
-21,523
668
$37.3M 0.02%
1,504,882
+115,794
669
$37.3M 0.02%
313,854
+107,454
670
$37.3M 0.02%
532,567
-21,184
671
$37.2M 0.02%
338,987
-116,356
672
$37.1M 0.02%
135,707
+3,136
673
$37.1M 0.02%
1,244,355
-146,154
674
$37.1M 0.02%
730,081
+20,869
675
$37.1M 0.02%
665,267
-98,797
25 26
27
28 29