UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

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 Quarter Est. Return
1 Year Est. Return
+21.72%
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
+$1.54B
2
+$922M
3
+$638M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$543M
5
AAPL icon
Apple
AAPL
+$408M

Top Sells

1
+$381M
2
+$353M
3
+$316M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$312M
5
CELG
Celgene Corp
CELG
+$243M

Sector Composition

1 Technology 11.83%
2 Financials 9%
3 Healthcare 7.88%
4 Consumer Discretionary 7.12%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$168M 0.06%
2,798,707
+35,694
227
$168M 0.06%
1,287,437
+113,019
228
$166M 0.06%
1,438,921
-112,188
229
$166M 0.06%
1,216,550
-233,504
230
$163M 0.06%
1,638,131
-41,523
231
$163M 0.06%
794,699
-153,139
232
$161M 0.06%
2,450,484
-20,306
233
$161M 0.06%
2,843,248
+92,536
234
$161M 0.06%
3,109,310
+499,752
235
$160M 0.06%
2,411,931
-846,555
236
$158M 0.06%
5,608,654
+550,174
237
$158M 0.06%
801,135
-5,667
238
$158M 0.06%
2,285,530
-138,883
239
$158M 0.06%
2,676,277
-99,247
240
$154M 0.06%
4,229,561
+291,532
241
$154M 0.06%
+2,488,635
242
$152M 0.06%
2,550,251
-34,556
243
$151M 0.06%
2,448,603
-146,772
244
$151M 0.06%
4,104,374
+530
245
$150M 0.06%
2,982,244
-27,088
246
$150M 0.06%
662,907
-45,511
247
$150M 0.06%
2,302,463
+4,727
248
$149M 0.06%
969,660
+479,456
249
$148M 0.06%
4,803,834
+38,970
250
$146M 0.06%
1,259,963
+22,561
8 9
10
11 12