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
2976
$1.11M ﹤0.01%
291,990
+88,657
2977
$1.1M ﹤0.01%
69,067
+21,678
2978
$1.1M ﹤0.01%
51,481
-9
2979
$1.1M ﹤0.01%
33,735
-3,594
2980
$1.1M ﹤0.01%
42,010
+38,613
2981
$1.1M ﹤0.01%
53,917
+30,107
2982
$1.1M ﹤0.01%
35,181
-4,181
2983
$1.1M ﹤0.01%
42,893
-1,709
2984
$1.1M ﹤0.01%
45,169
+25,542
2985
$1.1M ﹤0.01%
190,558
-10,303
2986
$1.1M ﹤0.01%
85,600
-13,617
2987
$1.09M ﹤0.01%
222,118
-1,089
2988
$1.09M ﹤0.01%
32,551
+18,259
2989
$1.09M ﹤0.01%
11,719
+242
2990
$1.09M ﹤0.01%
167,198
-17,115
2991
$1.09M ﹤0.01%
16,404
+3,149
2992
$1.09M ﹤0.01%
30,162
-7,946
2993
$1.08M ﹤0.01%
97,112
-1,725
2994
$1.08M ﹤0.01%
55,963
+53,614
2995
$1.08M ﹤0.01%
18,365
-133,624
2996
$1.08M ﹤0.01%
22,017
+19,693
2997
$1.08M ﹤0.01%
12,527
+1,462
2998
$1.08M ﹤0.01%
23,212
+10,438
2999
$1.08M ﹤0.01%
19,055
+14,433
3000
$1.08M ﹤0.01%
12,588
+10,794
118 119
120
121 122