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
701
$34.8M 0.02%
709,270
-111,138
702
$34.8M 0.02%
1,963,480
-175,550
703
$34.8M 0.02%
1,364,756
+258,086
704
$34.8M 0.02%
820,459
-780,167
705
$34.7M 0.02%
1,217,217
+889,558
706
$34.5M 0.02%
164,768
+68,191
707
$34.4M 0.02%
4,905,033
+71,497
708
$34.2M 0.02%
1,053,472
-373,490
709
$34.2M 0.02%
724,218
-293,273
710
$34M 0.02%
264,394
+181,430
711
$34M 0.02%
1,338,683
+202,821
712
$34M 0.02%
1,136,466
+87,762
713
$34M 0.02%
675,889
-128,190
714
$34M 0.02%
1,051,176
-1,305,702
715
$33.9M 0.02%
509,105
-100,008
716
$33.9M 0.02%
252,352
-256,407
717
$33.8M 0.02%
806,682
+249,798
718
$33.8M 0.02%
844,976
+15,849
719
$33.8M 0.02%
968,020
-19,822
720
$33.7M 0.02%
4,922,243
+1,212,001
721
$33.6M 0.02%
107,420
-65,499
722
$33.6M 0.02%
1,053,046
+1,048,304
723
$33.6M 0.02%
410,327
+2,701
724
$33.5M 0.02%
614,568
+69,324
725
$33.4M 0.02%
1,439,764
-24,859
27 28
29
30 31