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
2826
$1.31M ﹤0.01%
225,383
+48,409
2827
$1.31M ﹤0.01%
119,004
-244
2828
$1.31M ﹤0.01%
34,680
+6,180
2829
$1.31M ﹤0.01%
17,251
+10,163
2830
$1.31M ﹤0.01%
31,912
-1,853
2831
$1.31M ﹤0.01%
21,530
+9,564
2832
$1.31M ﹤0.01%
45,817
+12,196
2833
$1.31M ﹤0.01%
201,489
-47,734
2834
$1.31M ﹤0.01%
58,872
+7,100
2835
$1.31M ﹤0.01%
37,431
-4,467
2836
$1.31M ﹤0.01%
49,946
-930
2837
$1.3M ﹤0.01%
100,588
+14,191
2838
$1.3M ﹤0.01%
43,860
+15,798
2839
$1.3M ﹤0.01%
3,093
+2,543
2840
$1.3M ﹤0.01%
18,662
-1,858
2841
$1.3M ﹤0.01%
131,927
+7,644
2842
$1.29M ﹤0.01%
21,947
-34,108
2843
$1.29M ﹤0.01%
138,100
+5,000
2844
$1.29M ﹤0.01%
74,610
+521
2845
$1.29M ﹤0.01%
259,622
+259,218
2846
$1.29M ﹤0.01%
72,982
+42,644
2847
$1.28M ﹤0.01%
30,619
+4,250
2848
$1.28M ﹤0.01%
107,276
-21,855
2849
$1.28M ﹤0.01%
61,742
+33,709
2850
$1.28M ﹤0.01%
83,704
-46,469
112 113
114
115 116