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
2776
$1.39M ﹤0.01%
55,519
+11,693
2777
$1.39M ﹤0.01%
80,473
-31,578
2778
$1.39M ﹤0.01%
134,108
-3,621
2779
$1.39M ﹤0.01%
40,502
+34,338
2780
$1.39M ﹤0.01%
16,863
-10,383
2781
$1.39M ﹤0.01%
51,970
+1,975
2782
$1.39M ﹤0.01%
35,936
-16,075
2783
$1.39M ﹤0.01%
11,853
-2,555
2784
$1.38M ﹤0.01%
23,579
-1,219
2785
$1.38M ﹤0.01%
109,021
-3,009
2786
$1.38M ﹤0.01%
59,330
-8,517
2787
$1.38M ﹤0.01%
110,562
+27,590
2788
$1.38M ﹤0.01%
62,528
+452
2789
$1.38M ﹤0.01%
54,748
+653
2790
$1.37M ﹤0.01%
34,493
-84,941
2791
$1.37M ﹤0.01%
20,678
+13,327
2792
$1.37M ﹤0.01%
7,712
+7,444
2793
$1.37M ﹤0.01%
64,756
+57,203
2794
$1.37M ﹤0.01%
71,073
-10,976
2795
$1.36M ﹤0.01%
80,598
-35,993
2796
$1.36M ﹤0.01%
18,888
+304
2797
$1.35M ﹤0.01%
140,517
+10,403
2798
$1.35M ﹤0.01%
125,751
-17,089
2799
$1.35M ﹤0.01%
53,406
-16,024
2800
$1.35M ﹤0.01%
22,735
+8,870
110 111
112
113 114