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
2901
$1.21M ﹤0.01%
33,531
+22,625
2902
$1.21M ﹤0.01%
+34,462
2903
$1.2M ﹤0.01%
78,500
+32,374
2904
$1.2M ﹤0.01%
96,898
-4,545
2905
$1.2M ﹤0.01%
31,702
+17,205
2906
$1.2M ﹤0.01%
80,701
-6,144
2907
$1.19M ﹤0.01%
25,014
-744
2908
$1.19M ﹤0.01%
17,178
+12,436
2909
$1.19M ﹤0.01%
43,859
+19,016
2910
$1.19M ﹤0.01%
27,270
+15,299
2911
$1.19M ﹤0.01%
54,363
+141
2912
$1.19M ﹤0.01%
74,900
+67,802
2913
$1.19M ﹤0.01%
57,044
+48,713
2914
$1.19M ﹤0.01%
46,119
+15,226
2915
$1.19M ﹤0.01%
46,439
-2,601
2916
$1.18M ﹤0.01%
77,366
+39,171
2917
$1.18M ﹤0.01%
144,944
-3,987
2918
$1.18M ﹤0.01%
46,526
+37,175
2919
$1.18M ﹤0.01%
175,357
+136,684
2920
$1.18M ﹤0.01%
26,982
-28,917
2921
$1.18M ﹤0.01%
19,876
-181
2922
$1.17M ﹤0.01%
20,832
+14,339
2923
$1.17M ﹤0.01%
75,799
-26,466
2924
$1.17M ﹤0.01%
238,123
+205,411
2925
$1.17M ﹤0.01%
33,516
+30,759
115 116
117
118 119