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
2576
$1.82M ﹤0.01%
323,638
-30,584
2577
$1.82M ﹤0.01%
47,045
+6,726
2578
$1.82M ﹤0.01%
14,629
-7,765
2579
$1.81M ﹤0.01%
20,963
+10,390
2580
$1.81M ﹤0.01%
91,233
+17,233
2581
$1.81M ﹤0.01%
181,968
-179,018
2582
$1.81M ﹤0.01%
104,618
-115,515
2583
$1.8M ﹤0.01%
738,695
-608,010
2584
$1.8M ﹤0.01%
35,179
+18,801
2585
$1.79M ﹤0.01%
30,612
+15,191
2586
$1.79M ﹤0.01%
84,493
+20,823
2587
$1.79M ﹤0.01%
115,757
+6,479
2588
$1.78M ﹤0.01%
151,708
-43,741
2589
$1.78M ﹤0.01%
254,071
-24,529
2590
$1.78M ﹤0.01%
36,407
+6,624
2591
$1.78M ﹤0.01%
32,282
+3,453
2592
$1.77M ﹤0.01%
45,598
-8,087
2593
$1.77M ﹤0.01%
8,062
+73
2594
$1.77M ﹤0.01%
159,502
+63,815
2595
$1.77M ﹤0.01%
31,697
-48,105
2596
$1.76M ﹤0.01%
157,772
+14,097
2597
$1.76M ﹤0.01%
67,123
-31,791
2598
$1.76M ﹤0.01%
4,667
-7,771
2599
$1.76M ﹤0.01%
161,209
-13,264
2600
$1.75M ﹤0.01%
88,059
+2,394
102 103
104
105 106