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
3351
$646K ﹤0.01%
42,793
-9,788
3352
$646K ﹤0.01%
29,140
+2,222
3353
$645K ﹤0.01%
17,434
-6,317
3354
$644K ﹤0.01%
9,603
-1,574
3355
$644K ﹤0.01%
31,074
+14,485
3356
$643K ﹤0.01%
71,670
+50,317
3357
$643K ﹤0.01%
17,532
+1,271
3358
$641K ﹤0.01%
56,380
-516
3359
$640K ﹤0.01%
23,492
+19,763
3360
$639K ﹤0.01%
53,591
+51,891
3361
$639K ﹤0.01%
70,304
+6,329
3362
$639K ﹤0.01%
259,596
+97,798
3363
$637K ﹤0.01%
10,510
-678
3364
$637K ﹤0.01%
6,534
+2,811
3365
$637K ﹤0.01%
17,036
-2,544
3366
$636K ﹤0.01%
6,738
-21,483
3367
$636K ﹤0.01%
17,683
+2,504
3368
$636K ﹤0.01%
11,561
+9,201
3369
$635K ﹤0.01%
46,845
+39,121
3370
$632K ﹤0.01%
30,371
+5,586
3371
$630K ﹤0.01%
63,703
+428
3372
$630K ﹤0.01%
3,650
+1,272
3373
$628K ﹤0.01%
13,696
-3,140
3374
$628K ﹤0.01%
136,832
-7,882
3375
$628K ﹤0.01%
50,702
+1,861
133 134
135
136 137