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
1
$6.95B 3.25%
23,707,565
-162,810
2
$6.12B 2.86%
45,659,682
-432,955
3
$3.21B 1.5%
64,808,720
+8,240,992
4
$2.87B 1.34%
30,343,480
+3,958,120
5
$2.51B 1.17%
40,807,375
+1,660,082
6
$2.46B 1.15%
11,832,368
+698,025
7
$2.41B 1.13%
21,519,049
-1,271,001
8
$2.34B 1.09%
43,148,100
+4,415,740
9
$2.16B 1.01%
41,983,949
+3,425,385
10
$2.02B 0.95%
10,472,241
+416,642
11
$1.99B 0.93%
30,344,730
-4,806,672
12
$1.96B 0.92%
14,101,543
-969,796
13
$1.94B 0.91%
40,570,743
+874,550
14
$1.89B 0.88%
13,515,239
-145,707
15
$1.78B 0.83%
10,914,331
+237,740
16
$1.78B 0.83%
10,263,507
-881,313
17
$1.76B 0.82%
15,873,614
+162,543
18
$1.66B 0.78%
39,298,082
+2,256,242
19
$1.63B 0.76%
4,491,399
+1,751,375
20
$1.62B 0.76%
16,684,799
+1,677,045
21
$1.61B 0.75%
135,808,456
+129,545,549
22
$1.57B 0.73%
8,505,783
+340,621
23
$1.52B 0.71%
13,883,280
+1,171,881
24
$1.48B 0.69%
11,870,360
-1,834,228
25
$1.47B 0.69%
26,916,308
+1,400,193
1
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