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
301
$117M 0.04%
984,158
+46,396
302
$117M 0.04%
3,159,339
+1,037,594
303
$116M 0.04%
1,268,464
-4,928
304
$115M 0.04%
2,178,893
+85,659
305
$114M 0.04%
1,434,793
-32,236
306
$112M 0.04%
2,670,752
+2,216,835
307
$112M 0.04%
1,198,086
-294,075
308
$111M 0.04%
390,226
+330,188
309
$111M 0.04%
2,211,754
-308,558
310
$111M 0.04%
1,506,836
+867,041
311
$111M 0.04%
556,283
+2,315
312
$110M 0.04%
1,886,853
-214,313
313
$109M 0.04%
3,613,202
-629,825
314
$109M 0.04%
2,046,450
-97,184
315
$108M 0.04%
2,826,046
+281,618
316
$108M 0.04%
892,549
+24,271
317
$108M 0.04%
829,863
+18,198
318
$108M 0.04%
1,240,162
+100,362
319
$106M 0.04%
1,857,304
+105,602
320
$106M 0.04%
1,333,912
-111,600
321
$106M 0.04%
818,436
+19,923
322
$106M 0.04%
14,680,215
+12,717
323
$105M 0.04%
1,230,980
-167,195
324
$105M 0.04%
641,436
-336,815
325
$105M 0.04%
8,984,838
+2,501,742
11 12
13
14 15