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
3201
$786K ﹤0.01%
78,670
+78,539
3202
$785K ﹤0.01%
13,229
-999
3203
$784K ﹤0.01%
10,594
+5,938
3204
$783K ﹤0.01%
18,443
-905
3205
$783K ﹤0.01%
61,186
-1,462
3206
$781K ﹤0.01%
59,015
+54,365
3207
$781K ﹤0.01%
18,646
+1,864
3208
$781K ﹤0.01%
16,832
+4,275
3209
$780K ﹤0.01%
38,431
+28,877
3210
$779K ﹤0.01%
23,223
-6,263
3211
$779K ﹤0.01%
142,272
-39,625
3212
$772K ﹤0.01%
24,601
+11,683
3213
$771K ﹤0.01%
46,532
-231,041
3214
$771K ﹤0.01%
20,028
-3,993
3215
$769K ﹤0.01%
11,601
+4,680
3216
$769K ﹤0.01%
15,409
+942
3217
$768K ﹤0.01%
25,544
+23,716
3218
$767K ﹤0.01%
67,199
+23,612
3219
$764K ﹤0.01%
30,884
-89,945
3220
$762K ﹤0.01%
46,130
-47,640
3221
$760K ﹤0.01%
9,752
-37,390
3222
$758K ﹤0.01%
34,472
+4,130
3223
$752K ﹤0.01%
46,853
-139,540
3224
$751K ﹤0.01%
42,050
+14,788
3225
$751K ﹤0.01%
4,245
-2,369
127 128
129
130 131