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
2676
$1.61M ﹤0.01%
16,717
-2,769
2677
$1.6M ﹤0.01%
33,186
-1,052
2678
$1.6M ﹤0.01%
129,153
+14,372
2679
$1.6M ﹤0.01%
62,682
+47,761
2680
$1.6M ﹤0.01%
110,571
+32,457
2681
$1.6M ﹤0.01%
29,038
+3,422
2682
$1.6M ﹤0.01%
43,065
-1,518
2683
$1.59M ﹤0.01%
123,275
+1,487
2684
$1.59M ﹤0.01%
375,326
-1,395
2685
$1.59M ﹤0.01%
30,247
+12,615
2686
$1.58M ﹤0.01%
40,742
-7,517
2687
$1.58M ﹤0.01%
106,512
+28,961
2688
$1.58M ﹤0.01%
69,962
-2,952
2689
$1.58M ﹤0.01%
1,515,640
+500,171
2690
$1.57M ﹤0.01%
23,625
-2,009
2691
$1.57M ﹤0.01%
58,857
-20,150
2692
$1.57M ﹤0.01%
101,486
+3,656
2693
$1.57M ﹤0.01%
1,844
+593
2694
$1.57M ﹤0.01%
220,160
+86,856
2695
$1.57M ﹤0.01%
88,303
+28,710
2696
$1.56M ﹤0.01%
46,364
-231
2697
$1.56M ﹤0.01%
88,350
-136,367
2698
$1.56M ﹤0.01%
28,383
+16,191
2699
$1.56M ﹤0.01%
30,996
-7,545
2700
$1.56M ﹤0.01%
102,390
-10,350
106 107
108
109 110