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
2951
$1.13M ﹤0.01%
7,573
+4,682
2952
$1.13M ﹤0.01%
24,230
-52,712
2953
$1.13M ﹤0.01%
236,363
+166,191
2954
$1.13M ﹤0.01%
43,232
+32,883
2955
$1.13M ﹤0.01%
66,936
+12,643
2956
$1.13M ﹤0.01%
7,725
+921
2957
$1.13M ﹤0.01%
+50,807
2958
$1.13M ﹤0.01%
100,138
+9,464
2959
$1.13M ﹤0.01%
47,571
+404
2960
$1.12M ﹤0.01%
8,157
-7,094
2961
$1.12M ﹤0.01%
37,538
-13,929
2962
$1.12M ﹤0.01%
90,300
-4,538
2963
$1.12M ﹤0.01%
254,978
+167,781
2964
$1.12M ﹤0.01%
3,372
+2,207
2965
$1.12M ﹤0.01%
10,269
-4,182
2966
$1.12M ﹤0.01%
11,652
-654
2967
$1.12M ﹤0.01%
34,862
+9,003
2968
$1.12M ﹤0.01%
25,632
+22,960
2969
$1.11M ﹤0.01%
45,492
-5,829
2970
$1.11M ﹤0.01%
52,836
+10,110
2971
$1.11M ﹤0.01%
42,718
+7,582
2972
$1.11M ﹤0.01%
57,605
+56,876
2973
$1.11M ﹤0.01%
45,543
-65,250
2974
$1.11M ﹤0.01%
58,757
+45,905
2975
$1.11M ﹤0.01%
12,590
+739
117 118
119
120 121