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
151
$308M 0.14%
6,041,509
-167,754
152
$308M 0.14%
1,584,213
-66,080
153
$296M 0.14%
8,473,404
+461,198
154
$293M 0.14%
7,126,305
+2,197,375
155
$290M 0.14%
4,632,024
-131,026
156
$290M 0.14%
3,494,179
+84,816
157
$286M 0.13%
5,349,118
-189,128
158
$285M 0.13%
3,743,850
+237,481
159
$284M 0.13%
8,926,764
-59,334
160
$280M 0.13%
3,208,427
+1,659,226
161
$274M 0.13%
3,846,716
+19,188
162
$273M 0.13%
1,569,627
-86,069
163
$264M 0.12%
1,339,157
-1,785,639
164
$262M 0.12%
3,613,206
-5,965
165
$262M 0.12%
3,253,102
+228,459
166
$259M 0.12%
2,966,343
+5,218
167
$258M 0.12%
4,982,385
+3,260,202
168
$258M 0.12%
4,333,134
+253,832
169
$258M 0.12%
8,381,053
-293,406
170
$254M 0.12%
4,170,061
+542,949
171
$252M 0.12%
12,047,158
+1,496,901
172
$245M 0.11%
6,160,271
-5,304,584
173
$243M 0.11%
2,205,966
-476,750
174
$241M 0.11%
2,389,225
-12,423
175
$241M 0.11%
3,358,864
+156,168
5 6
7
8 9