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
3076
$951K ﹤0.01%
10,762
-9,170
3077
$950K ﹤0.01%
18,208
-4,488
3078
$947K ﹤0.01%
24,004
+23,247
3079
$945K ﹤0.01%
40,376
+24,345
3080
$945K ﹤0.01%
13,931
-5,674
3081
$941K ﹤0.01%
106,066
-8,514
3082
$940K ﹤0.01%
+83,073
3083
$939K ﹤0.01%
41,254
+3,275
3084
$937K ﹤0.01%
13,176
+21
3085
$935K ﹤0.01%
4,792
+1,580
3086
$934K ﹤0.01%
52,774
-12,438
3087
$933K ﹤0.01%
78,480
-3,396
3088
$932K ﹤0.01%
97,214
-5,142,774
3089
$931K ﹤0.01%
18,291
-298
3090
$928K ﹤0.01%
43,778
+28,421
3091
$927K ﹤0.01%
68,274
+13,292
3092
$926K ﹤0.01%
65,665
+3,941
3093
$922K ﹤0.01%
12,509
+11,201
3094
$922K ﹤0.01%
309,556
+271,466
3095
$921K ﹤0.01%
62,983
-29,672
3096
$921K ﹤0.01%
10,760
+8,601
3097
$920K ﹤0.01%
23,428
-963
3098
$918K ﹤0.01%
25,502
+1,551
3099
$918K ﹤0.01%
23,800
-3,078
3100
$917K ﹤0.01%
25,574
-106,804
122 123
124
125 126