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
2476
$2.07M ﹤0.01%
139,555
+7,914
2477
$2.07M ﹤0.01%
32,900
-3,709
2478
$2.07M ﹤0.01%
+50,556
2479
$2.06M ﹤0.01%
52,794
-1,303
2480
$2.06M ﹤0.01%
28,364
-20,270
2481
$2.06M ﹤0.01%
33,540
-34,579
2482
$2.06M ﹤0.01%
198,942
-275,304
2483
$2.05M ﹤0.01%
89,346
-146,072
2484
$2.05M ﹤0.01%
82,218
+13,140
2485
$2.05M ﹤0.01%
35,332
+10,291
2486
$2.05M ﹤0.01%
162,858
+40,033
2487
$2.05M ﹤0.01%
252,001
+3,250
2488
$2.05M ﹤0.01%
128,323
-11,744
2489
$2.05M ﹤0.01%
62,261
+5,531
2490
$2.04M ﹤0.01%
216,701
-26,948
2491
$2.04M ﹤0.01%
70,276
+49
2492
$2.04M ﹤0.01%
162,762
+31,612
2493
$2.04M ﹤0.01%
53,261
+16,521
2494
$2.04M ﹤0.01%
88,861
+32,556
2495
$2.03M ﹤0.01%
118,663
+117,260
2496
$2.03M ﹤0.01%
221,895
-58,303
2497
$2.03M ﹤0.01%
32,421
-45,011
2498
$2.02M ﹤0.01%
26,864
+17,999
2499
$2.02M ﹤0.01%
70,492
-1,761
2500
$2.02M ﹤0.01%
67,498
+8,220
98 99
100
101 102