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
3026
$1.04M ﹤0.01%
22,681
+13,078
3027
$1.03M ﹤0.01%
70,073
-3,387
3028
$1.03M ﹤0.01%
149,690
+60,971
3029
$1.03M ﹤0.01%
17,673
+12,421
3030
$1.03M ﹤0.01%
20,001
-36,149
3031
$1.03M ﹤0.01%
15,908
+4,086
3032
$1.02M ﹤0.01%
35,967
+11,705
3033
$1.02M ﹤0.01%
100,351
+41,814
3034
$1.02M ﹤0.01%
21,683
+819
3035
$1.02M ﹤0.01%
53,374
-32,432
3036
$1.01M ﹤0.01%
42,036
-9,650
3037
$1.01M ﹤0.01%
19,766
+805
3038
$1.01M ﹤0.01%
127,429
-56,638
3039
$1.01M ﹤0.01%
27,581
+1,443
3040
$1.01M ﹤0.01%
62,719
-32,897
3041
$1M ﹤0.01%
70,213
+5,795
3042
$998K ﹤0.01%
18,277
-5,411
3043
$994K ﹤0.01%
73,775
+32,869
3044
$993K ﹤0.01%
45,781
-63,853
3045
$993K ﹤0.01%
17,293
-595
3046
$991K ﹤0.01%
36,544
+5,775
3047
$989K ﹤0.01%
7,805
+514
3048
$986K ﹤0.01%
27,712
-7,414
3049
$986K ﹤0.01%
55,788
+9,631
3050
$986K ﹤0.01%
119,198
+115,096
120 121
122
123 124