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
2601
$1.75M ﹤0.01%
116,970
+34,740
2602
$1.75M ﹤0.01%
84,040
-1,029
2603
$1.75M ﹤0.01%
105,901
+10,743
2604
$1.75M ﹤0.01%
28,123
+2,740
2605
$1.75M ﹤0.01%
109,001
+30,832
2606
$1.75M ﹤0.01%
37,009
+798
2607
$1.74M ﹤0.01%
17,369
-26,999
2608
$1.74M ﹤0.01%
139,812
+17,178
2609
$1.73M ﹤0.01%
54,724
+39,798
2610
$1.73M ﹤0.01%
270,965
+19,495
2611
$1.73M ﹤0.01%
125,775
+225
2612
$1.73M ﹤0.01%
52,169
+48,893
2613
$1.73M ﹤0.01%
38,131
+22,928
2614
$1.72M ﹤0.01%
55,697
-128
2615
$1.72M ﹤0.01%
247,369
+41,976
2616
$1.72M ﹤0.01%
109,205
-7,916
2617
$1.71M ﹤0.01%
50,286
-19,682
2618
$1.71M ﹤0.01%
55,269
+775
2619
$1.71M ﹤0.01%
29,410
-22,075
2620
$1.71M ﹤0.01%
27,450
+163
2621
$1.71M ﹤0.01%
51,337
+1,300
2622
$1.71M ﹤0.01%
76,037
+5,898
2623
$1.71M ﹤0.01%
12,042
+8,821
2624
$1.71M ﹤0.01%
38,802
-297
2625
$1.7M ﹤0.01%
54,771
-5,820
103 104
105
106 107