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
251
$144M 0.06%
3,634,951
-379,014
252
$142M 0.05%
1,584,042
+198,921
253
$142M 0.05%
989,027
-21,320
254
$141M 0.05%
1,495,858
+137,505
255
$140M 0.05%
1,751,146
+148,847
256
$139M 0.05%
1,109,127
+86,513
257
$138M 0.05%
742,651
+45,911
258
$137M 0.05%
826,473
-48,141
259
$136M 0.05%
1,182,200
+55,886
260
$136M 0.05%
7,690,995
+495,351
261
$136M 0.05%
777,684
-55,989
262
$136M 0.05%
900,121
-28,679
263
$134M 0.05%
1,212,976
-106,700
264
$134M 0.05%
1,518,780
+248,500
265
$134M 0.05%
2,358,896
-209,872
266
$133M 0.05%
540,756
-30,911
267
$132M 0.05%
1,188,167
+40,011
268
$132M 0.05%
3,376,498
-4,367,239
269
$132M 0.05%
2,678,257
+819,951
270
$131M 0.05%
6,774,108
+893,543
271
$131M 0.05%
3,615,846
+31,637
272
$130M 0.05%
645,919
+19,064
273
$130M 0.05%
993,467
+60,797
274
$129M 0.05%
2,604,751
-124,935
275
$129M 0.05%
3,351,931
-7,389
9 10
11
12 13