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
3451
$562K ﹤0.01%
81,173
-444,616
3452
$561K ﹤0.01%
33,165
-2,354
3453
$561K ﹤0.01%
6,020
+2,512
3454
$561K ﹤0.01%
185,048
+181,969
3455
$560K ﹤0.01%
60,158
-4,947
3456
$560K ﹤0.01%
10,947
+1,922
3457
$559K ﹤0.01%
49,242
-10,054
3458
$558K ﹤0.01%
23,472
+10,826
3459
$558K ﹤0.01%
22,807
-2,546
3460
$557K ﹤0.01%
10,401
+8,756
3461
$557K ﹤0.01%
9,359
-1,182
3462
$557K ﹤0.01%
4,543
+2,748
3463
$555K ﹤0.01%
54,204
-4,737
3464
$554K ﹤0.01%
22,861
+12,528
3465
$553K ﹤0.01%
8,552
+5,590
3466
$552K ﹤0.01%
8,186
-1,795
3467
$552K ﹤0.01%
13,373
+11,170
3468
$551K ﹤0.01%
6,031
+3,637
3469
$550K ﹤0.01%
22,851
+14,472
3470
$549K ﹤0.01%
27,649
-11,566
3471
$548K ﹤0.01%
48,537
+244
3472
$548K ﹤0.01%
14,765
-2,606
3473
$548K ﹤0.01%
22,023
-10,491
3474
$548K ﹤0.01%
6,129
-1,373
3475
$544K ﹤0.01%
14,783
+13,380
137 138
139
140 141