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
2851
$1.28M ﹤0.01%
83,752
-385,419
2852
$1.28M ﹤0.01%
17,946
-38,723
2853
$1.28M ﹤0.01%
14,042
+290
2854
$1.28M ﹤0.01%
142,137
+92,411
2855
$1.28M ﹤0.01%
244,087
+174,785
2856
$1.27M ﹤0.01%
3,220
+774
2857
$1.27M ﹤0.01%
103,920
+3,143
2858
$1.26M ﹤0.01%
35,539
-2,434
2859
$1.26M ﹤0.01%
26,301
+15,447
2860
$1.26M ﹤0.01%
104,201
+102,556
2861
$1.26M ﹤0.01%
35,113
+16,354
2862
$1.26M ﹤0.01%
24,564
+2,568
2863
$1.26M ﹤0.01%
74,516
-5,516
2864
$1.25M ﹤0.01%
98,875
+27,925
2865
$1.25M ﹤0.01%
24,801
+2,180
2866
$1.25M ﹤0.01%
31,455
-25,044
2867
$1.25M ﹤0.01%
60,914
+33,013
2868
$1.25M ﹤0.01%
36,810
+2,251
2869
$1.24M ﹤0.01%
42,694
+2,733
2870
$1.24M ﹤0.01%
40,711
+1,404
2871
$1.24M ﹤0.01%
320,460
+69,316
2872
$1.24M ﹤0.01%
22,866
+10,125
2873
$1.24M ﹤0.01%
24,863
+3,487
2874
$1.23M ﹤0.01%
254,909
+107,075
2875
$1.23M ﹤0.01%
49,244
+1,567
113 114
115
116 117