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
676
$37M 0.02%
537,696
-42,994
677
$36.9M 0.02%
195,105
+48,401
678
$36.9M 0.02%
473,140
-191,932
679
$36.9M 0.02%
619,462
+144,074
680
$36.7M 0.02%
354,326
-7,884
681
$36.6M 0.02%
125,254
+27,624
682
$36.5M 0.02%
662,505
+22,617
683
$36.5M 0.02%
715,335
+1,989
684
$36.4M 0.02%
458,306
-397,563
685
$36.4M 0.02%
1,527,709
-65,525
686
$36.3M 0.02%
449,633
-28,445
687
$36.3M 0.02%
742,658
-45,827
688
$36.3M 0.02%
392,089
+43,304
689
$36.2M 0.02%
754,619
-615,304
690
$36.1M 0.02%
1,269,933
+621,550
691
$36.1M 0.02%
554,880
-16,488
692
$35.9M 0.02%
1,182,535
-78,169
693
$35.7M 0.02%
327,904
-97,141
694
$35.5M 0.02%
1,900,100
-278,920
695
$35.3M 0.02%
361,334
+3,491
696
$35.3M 0.02%
2,359,813
+106,242
697
$35.1M 0.02%
783,163
-7,895
698
$34.9M 0.02%
2,027,579
+1,438,360
699
$34.9M 0.02%
1,833,724
+480,892
700
$34.9M 0.02%
248,863
-162,001
26 27
28
29 30