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
3001
$1.07M ﹤0.01%
177,737
-11,558
3002
$1.07M ﹤0.01%
11,674
+1,207
3003
$1.07M ﹤0.01%
51,867
+5,826
3004
$1.07M ﹤0.01%
125,656
+87,742
3005
$1.07M ﹤0.01%
29,866
+146
3006
$1.07M ﹤0.01%
20,577
-4,025
3007
$1.07M ﹤0.01%
50,123
-18,124
3008
$1.06M ﹤0.01%
110,341
+39,543
3009
$1.06M ﹤0.01%
98,805
+79,056
3010
$1.06M ﹤0.01%
24,883
-7,868
3011
$1.06M ﹤0.01%
35,042
+10,773
3012
$1.06M ﹤0.01%
54,370
+41,765
3013
$1.06M ﹤0.01%
68,721
+52,076
3014
$1.06M ﹤0.01%
37,169
+35,579
3015
$1.06M ﹤0.01%
160,066
+24,692
3016
$1.05M ﹤0.01%
37,715
+8,328
3017
$1.05M ﹤0.01%
42,264
+37,977
3018
$1.05M ﹤0.01%
108,669
-79,391
3019
$1.05M ﹤0.01%
69,367
+66,476
3020
$1.05M ﹤0.01%
53,373
-60,682
3021
$1.04M ﹤0.01%
92,888
+6,673
3022
$1.04M ﹤0.01%
28,853
-1,615
3023
$1.04M ﹤0.01%
117,692
+76,277
3024
$1.04M ﹤0.01%
78,050
-3,689
3025
$1.04M ﹤0.01%
71,583
+31,637
119 120
121
122 123