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
2876
$1.23M ﹤0.01%
+38,456
2877
$1.23M ﹤0.01%
55,657
-19,114
2878
$1.23M ﹤0.01%
23,587
-2,340
2879
$1.23M ﹤0.01%
18,434
-5,129
2880
$1.23M ﹤0.01%
42,750
+8,726
2881
$1.23M ﹤0.01%
130,111
+2,142
2882
$1.23M ﹤0.01%
7,862
+799
2883
$1.23M ﹤0.01%
238,962
-17,244
2884
$1.23M ﹤0.01%
82,204
+5,126
2885
$1.22M ﹤0.01%
13,791
-1,499
2886
$1.22M ﹤0.01%
54,049
-181,510
2887
$1.22M ﹤0.01%
124,442
-2,977
2888
$1.22M ﹤0.01%
93,388
+7,333
2889
$1.22M ﹤0.01%
16,860
+6,430
2890
$1.22M ﹤0.01%
57,333
-9,480
2891
$1.22M ﹤0.01%
51,000
-12,648
2892
$1.22M ﹤0.01%
13,045
+6,661
2893
$1.22M ﹤0.01%
105,580
+54,452
2894
$1.21M ﹤0.01%
116,378
+3,264
2895
$1.21M ﹤0.01%
39,549
+5,764
2896
$1.21M ﹤0.01%
36,458
+21,366
2897
$1.21M ﹤0.01%
35,169
+2,714
2898
$1.21M ﹤0.01%
67,396
+31,277
2899
$1.21M ﹤0.01%
61,150
+3,178
2900
$1.21M ﹤0.01%
68,045
-6,013
114 115
116
117 118