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
2651
$1.65M ﹤0.01%
151,568
+60,305
2652
$1.65M ﹤0.01%
40,834
-2,800
2653
$1.65M ﹤0.01%
37,532
-40,105
2654
$1.65M ﹤0.01%
129,126
+14,528
2655
$1.65M ﹤0.01%
50,316
-449
2656
$1.64M ﹤0.01%
56,853
+20,650
2657
$1.64M ﹤0.01%
22,505
+9,004
2658
$1.64M ﹤0.01%
118,606
+28,574
2659
$1.64M ﹤0.01%
19,250
+7,084
2660
$1.64M ﹤0.01%
59,555
+3,896
2661
$1.64M ﹤0.01%
167,177
-5,741
2662
$1.64M ﹤0.01%
152,982
+39,347
2663
$1.63M ﹤0.01%
19,552
+10,837
2664
$1.63M ﹤0.01%
45,462
+100
2665
$1.63M ﹤0.01%
60,685
+51,427
2666
$1.63M ﹤0.01%
17,401
-16,950
2667
$1.63M ﹤0.01%
83,685
+4,855
2668
$1.63M ﹤0.01%
31,951
+25,805
2669
$1.63M ﹤0.01%
61,064
-10,364
2670
$1.63M ﹤0.01%
62,160
+20,344
2671
$1.62M ﹤0.01%
108,372
+77,687
2672
$1.62M ﹤0.01%
40,390
+1,446
2673
$1.61M ﹤0.01%
35,383
-515
2674
$1.61M ﹤0.01%
14,973
+9,973
2675
$1.61M ﹤0.01%
+127,537
105 106
107
108 109