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
2526
$1.94M ﹤0.01%
146,543
-161,527
2527
$1.94M ﹤0.01%
185,133
+56,635
2528
$1.94M ﹤0.01%
148,573
-60,868
2529
$1.93M ﹤0.01%
83,356
+22,819
2530
$1.93M ﹤0.01%
70,451
+56,871
2531
$1.93M ﹤0.01%
279,370
-11,008
2532
$1.93M ﹤0.01%
35,969
+5,353
2533
$1.93M ﹤0.01%
53,729
+14,305
2534
$1.92M ﹤0.01%
39,607
+30,753
2535
$1.92M ﹤0.01%
2,476
+621
2536
$1.91M ﹤0.01%
169,772
-32,225
2537
$1.91M ﹤0.01%
15,751
+5,814
2538
$1.91M ﹤0.01%
147,685
-242,350
2539
$1.9M ﹤0.01%
51,250
+7,724
2540
$1.9M ﹤0.01%
93,291
+21,889
2541
$1.9M ﹤0.01%
65,642
+4,353
2542
$1.9M ﹤0.01%
221,339
-58,497
2543
$1.9M ﹤0.01%
3,591,114
+109,753
2544
$1.9M ﹤0.01%
61,354
-68,013
2545
$1.9M ﹤0.01%
70,067
-6,974
2546
$1.9M ﹤0.01%
70,920
-104,996
2547
$1.9M ﹤0.01%
40,990
+8,313
2548
$1.89M ﹤0.01%
61,093
-1,213
2549
$1.89M ﹤0.01%
103,322
-1,512
2550
$1.88M ﹤0.01%
1,518,742
+1,511,205
100 101
102
103 104