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
2926
$1.17M ﹤0.01%
24,305
+17,750
2927
$1.17M ﹤0.01%
11,126
+1,548
2928
$1.17M ﹤0.01%
31,892
-1,000
2929
$1.17M ﹤0.01%
166,910
+18,711
2930
$1.17M ﹤0.01%
68,057
+3,658
2931
$1.16M ﹤0.01%
92,727
+39,978
2932
$1.16M ﹤0.01%
25,023
-1,550
2933
$1.16M ﹤0.01%
82,612
-20,839
2934
$1.16M ﹤0.01%
27,708
+3,039
2935
$1.16M ﹤0.01%
45,619
-260,300
2936
$1.16M ﹤0.01%
26,950
+13,797
2937
$1.16M ﹤0.01%
175,672
-5,913
2938
$1.15M ﹤0.01%
18,581
-780
2939
$1.15M ﹤0.01%
1,912,069
+561,000
2940
$1.15M ﹤0.01%
42,102
+42,009
2941
$1.15M ﹤0.01%
23,011
-27,916
2942
$1.15M ﹤0.01%
85,226
+41,428
2943
$1.15M ﹤0.01%
18,452
+3,349
2944
$1.14M ﹤0.01%
23,841
-123,375
2945
$1.14M ﹤0.01%
27,941
-12,345
2946
$1.14M ﹤0.01%
19,853
-1,388
2947
$1.14M ﹤0.01%
107,478
-4,519
2948
$1.14M ﹤0.01%
19,288
-6,390
2949
$1.13M ﹤0.01%
66,066
+4,359
2950
$1.13M ﹤0.01%
60,211
+43,193
116 117
118
119 120