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
2626
$1.7M ﹤0.01%
30,972
-54,803
2627
$1.7M ﹤0.01%
1,812,087
+32,178
2628
$1.7M ﹤0.01%
52,935
-3,513
2629
$1.7M ﹤0.01%
163,138
+1,592
2630
$1.69M ﹤0.01%
21,665
+19,799
2631
$1.69M ﹤0.01%
82,927
+2,323
2632
$1.69M ﹤0.01%
112,858
-730
2633
$1.69M ﹤0.01%
1,231,925
+174,381
2634
$1.69M ﹤0.01%
95,780
+8,884
2635
$1.69M ﹤0.01%
42,047
-3,964
2636
$1.69M ﹤0.01%
11,779
-3,134
2637
$1.69M ﹤0.01%
151,109
+82,891
2638
$1.69M ﹤0.01%
25,851
-468
2639
$1.68M ﹤0.01%
51,558
+1,322
2640
$1.68M ﹤0.01%
78,379
-4,065
2641
$1.68M ﹤0.01%
26,813
-1,530
2642
$1.67M ﹤0.01%
54,467
-8,418
2643
$1.67M ﹤0.01%
165,753
-16,691
2644
$1.67M ﹤0.01%
87,996
+80,877
2645
$1.66M ﹤0.01%
61,880
-12,603
2646
$1.66M ﹤0.01%
46,580
-2,322
2647
$1.66M ﹤0.01%
55,532
-837
2648
$1.66M ﹤0.01%
43,566
+25,402
2649
$1.66M ﹤0.01%
428,750
+2,090
2650
$1.65M ﹤0.01%
74,386
-277,471
104 105
106
107 108