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
2701
$1.56M ﹤0.01%
203,160
-59,801
2702
$1.55M ﹤0.01%
21,228
-19,956
2703
$1.55M ﹤0.01%
76,912
-27,204
2704
$1.55M ﹤0.01%
28,954
-43,269
2705
$1.55M ﹤0.01%
79,194
+31,085
2706
$1.54M ﹤0.01%
246,054
+169,826
2707
$1.54M ﹤0.01%
491,313
-15,154
2708
$1.53M ﹤0.01%
73,882
-58,852
2709
$1.53M ﹤0.01%
81,129
+23,809
2710
$1.53M ﹤0.01%
51,851
+8,764
2711
$1.53M ﹤0.01%
129,972
-63,656
2712
$1.53M ﹤0.01%
119,950
+21,694
2713
$1.52M ﹤0.01%
35,088
-7,409
2714
$1.52M ﹤0.01%
121,364
+116,356
2715
$1.52M ﹤0.01%
101,680
+24,985
2716
$1.51M ﹤0.01%
57,729
+16,234
2717
$1.51M ﹤0.01%
1,035,500
2718
$1.51M ﹤0.01%
48,853
+9,967
2719
$1.51M ﹤0.01%
39,597
+1,461
2720
$1.5M ﹤0.01%
88,848
+3,190
2721
$1.5M ﹤0.01%
6,136
+1,193
2722
$1.5M ﹤0.01%
257,236
-2,755
2723
$1.5M ﹤0.01%
44,751
-36,713
2724
$1.5M ﹤0.01%
71,984
+5,854
2725
$1.5M ﹤0.01%
17,251
+4,141
107 108
109
110 111