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
2501
$2.02M ﹤0.01%
16,837
-4,944
2502
$2.02M ﹤0.01%
29,434
-14,809
2503
$2.01M ﹤0.01%
62,785
-388,676
2504
$2.01M ﹤0.01%
14,734
+10,187
2505
$2.01M ﹤0.01%
916,552
+233,013
2506
$2M ﹤0.01%
272,089
+56,265
2507
$2M ﹤0.01%
257,402
+23,742
2508
$1.99M ﹤0.01%
119,340
+113,441
2509
$1.99M ﹤0.01%
13,863
+10,827
2510
$1.98M ﹤0.01%
13,711
-1,518
2511
$1.98M ﹤0.01%
432,635
-20,037
2512
$1.98M ﹤0.01%
19,533
-26,126
2513
$1.98M ﹤0.01%
75,026
+39,986
2514
$1.97M ﹤0.01%
1,932
+441
2515
$1.97M ﹤0.01%
23,230
+6,580
2516
$1.97M ﹤0.01%
66,626
+50,644
2517
$1.97M ﹤0.01%
31,971
+6,107
2518
$1.96M ﹤0.01%
67,590
+9,153
2519
$1.96M ﹤0.01%
75,428
-54,514
2520
$1.96M ﹤0.01%
64,846
-12,809
2521
$1.95M ﹤0.01%
71,349
+36,419
2522
$1.95M ﹤0.01%
130,266
-4,879
2523
$1.95M ﹤0.01%
83,642
+66,847
2524
$1.95M ﹤0.01%
26,392
+3,661
2525
$1.94M ﹤0.01%
30,135
-921
99 100
101
102 103