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
276
$129M 0.05%
625,722
+64,981
277
$127M 0.05%
1,148,992
-335,538
278
$127M 0.05%
1,358,520
-48,012
279
$127M 0.05%
2,565,180
-76,028
280
$127M 0.05%
1,640,378
+294,360
281
$126M 0.05%
460,077
+147,862
282
$125M 0.05%
1,170,362
+35,315
283
$125M 0.05%
1,142,272
-160,956
284
$124M 0.05%
5,968,476
+2,447,651
285
$124M 0.05%
1,485,562
-82,824
286
$123M 0.05%
802,388
+136,056
287
$123M 0.05%
3,378,933
+350,647
288
$123M 0.05%
4,008,741
+14,315
289
$122M 0.05%
706,982
-60,495
290
$121M 0.05%
3,087,720
+196,521
291
$121M 0.05%
2,283,136
+414,094
292
$121M 0.05%
1,716,043
+190,632
293
$121M 0.05%
642,808
-71,367
294
$120M 0.05%
426,628
+19,748
295
$120M 0.05%
458,386
+23,681
296
$120M 0.05%
1,614,265
-185,146
297
$119M 0.05%
2,365,103
-130,327
298
$119M 0.05%
2,891,393
+65,715
299
$118M 0.05%
11,568,985
-1,433,313
300
$118M 0.05%
657,734
-6,053
10 11
12
13 14