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
2801
$1.35M ﹤0.01%
33,854
-380
2802
$1.35M ﹤0.01%
61,358
+26,332
2803
$1.34M ﹤0.01%
115,610
-7,386
2804
$1.34M ﹤0.01%
75,884
-5,919
2805
$1.34M ﹤0.01%
139,252
+24,246
2806
$1.34M ﹤0.01%
859,950
+11,666
2807
$1.34M ﹤0.01%
32,631
-338
2808
$1.34M ﹤0.01%
16,266
+5,262
2809
$1.34M ﹤0.01%
103,115
-41,548
2810
$1.34M ﹤0.01%
20,848
+3,644
2811
$1.33M ﹤0.01%
56,141
+32,976
2812
$1.33M ﹤0.01%
86,058
+1,994
2813
$1.33M ﹤0.01%
33,363
+17,045
2814
$1.33M ﹤0.01%
27,472
-13,524
2815
$1.33M ﹤0.01%
32,737
-1,142
2816
$1.33M ﹤0.01%
1,175
+703
2817
$1.32M ﹤0.01%
40,359
+5,062
2818
$1.32M ﹤0.01%
100,740
+260
2819
$1.32M ﹤0.01%
145,210
-13,781
2820
$1.32M ﹤0.01%
78,415
+26,613
2821
$1.32M ﹤0.01%
35,690
+10,210
2822
$1.32M ﹤0.01%
66,267
-93,377
2823
$1.32M ﹤0.01%
16,926
-16,140
2824
$1.32M ﹤0.01%
18,880
+2,401
2825
$1.31M ﹤0.01%
236,434
+33,584
111 112
113
114 115