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
3051
$985K ﹤0.01%
16,450
+4,171
3052
$981K ﹤0.01%
20,958
+4,516
3053
$981K ﹤0.01%
69,537
-1,149
3054
$977K ﹤0.01%
65,600
+45,448
3055
$977K ﹤0.01%
47,692
-15,802
3056
$977K ﹤0.01%
2,506
+2,070
3057
$973K ﹤0.01%
27,533
+1,599
3058
$973K ﹤0.01%
11,927
+3,884
3059
$972K ﹤0.01%
44,371
-32,552
3060
$972K ﹤0.01%
38,679
-657
3061
$970K ﹤0.01%
87,839
-2,024,645
3062
$969K ﹤0.01%
3,890
+3,848
3063
$969K ﹤0.01%
14,818
+10,198
3064
$966K ﹤0.01%
74,940
+61,689
3065
$963K ﹤0.01%
114,132
+29,856
3066
$962K ﹤0.01%
33,945
-1,120
3067
$961K ﹤0.01%
17,889
-68,654
3068
$959K ﹤0.01%
126,965
-7,864
3069
$957K ﹤0.01%
18,719
+12,907
3070
$954K ﹤0.01%
38,145
-538,326
3071
$953K ﹤0.01%
38,993
+12,984
3072
$953K ﹤0.01%
20,876
+10,908
3073
$953K ﹤0.01%
74,625
-29,145
3074
$952K ﹤0.01%
46,196
-65,140
3075
$951K ﹤0.01%
111,576
-16,007
121 122
123
124 125