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
2726
$1.49M ﹤0.01%
35,414
-24,329
2727
$1.49M ﹤0.01%
71,658
-16,432
2728
$1.49M ﹤0.01%
52,732
+3,531
2729
$1.49M ﹤0.01%
+38,355
2730
$1.49M ﹤0.01%
14,953
+4,128
2731
$1.48M ﹤0.01%
27,590
-6,267
2732
$1.48M ﹤0.01%
8,267
+470
2733
$1.48M ﹤0.01%
25,421
+3,721
2734
$1.48M ﹤0.01%
147,040
+24,039
2735
$1.47M ﹤0.01%
43,434
+24,078
2736
$1.47M ﹤0.01%
65,335
-3,066
2737
$1.47M ﹤0.01%
66,424
+39,794
2738
$1.47M ﹤0.01%
42,987
+4,599
2739
$1.46M ﹤0.01%
30,753
-4,009
2740
$1.46M ﹤0.01%
3,243
-1,193
2741
$1.46M ﹤0.01%
267,386
+188,324
2742
$1.45M ﹤0.01%
33,286
-33,089
2743
$1.45M ﹤0.01%
11,055
-2,710
2744
$1.45M ﹤0.01%
73,739
-276,970
2745
$1.45M ﹤0.01%
88,953
-17,562
2746
$1.45M ﹤0.01%
11,770
+2,611
2747
$1.45M ﹤0.01%
44,223
+3,091
2748
$1.45M ﹤0.01%
58,659
+4,734
2749
$1.44M ﹤0.01%
118,249
+1,017
2750
$1.44M ﹤0.01%
33,964
+9,948
108 109
110
111 112