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
3151
$849K ﹤0.01%
34,657
-131
3152
$848K ﹤0.01%
233,743
+27,000
3153
$847K ﹤0.01%
24,551
+1,738
3154
$844K ﹤0.01%
22,486
+15,109
3155
$842K ﹤0.01%
200,854
+7,692
3156
$842K ﹤0.01%
84,080
-40,952
3157
$842K ﹤0.01%
8,230
-2,028
3158
$841K ﹤0.01%
10,019
+5,784
3159
$841K ﹤0.01%
55,499
+8,191
3160
$837K ﹤0.01%
64,478
+4,913
3161
$834K ﹤0.01%
10,095
+7,078
3162
$834K ﹤0.01%
41,888
-12,843
3163
$833K ﹤0.01%
13,988
+821
3164
$832K ﹤0.01%
2,093
+1,783
3165
$831K ﹤0.01%
41,466
+41,371
3166
$828K ﹤0.01%
13,902
+12,700
3167
$828K ﹤0.01%
4,723
+30
3168
$827K ﹤0.01%
108,174
+100,540
3169
$827K ﹤0.01%
160,527
+7,669
3170
$824K ﹤0.01%
10,416
+10,342
3171
$824K ﹤0.01%
31,574
+5,272
3172
$823K ﹤0.01%
59,726
+26,110
3173
$823K ﹤0.01%
10,857
-4,597
3174
$819K ﹤0.01%
48,278
-28,075
3175
$819K ﹤0.01%
13,467
-1,291
125 126
127
128 129