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
326
$104M 0.04%
883,628
-53,785
327
$102M 0.04%
1,848,242
-411,828
328
$101M 0.04%
719,677
+2,322
329
$101M 0.04%
1,519,244
+15,366
330
$101M 0.04%
1,141,166
+203,258
331
$100M 0.04%
1,505,518
-128,932
332
$99.1M 0.04%
2,217,417
-737,319
333
$99M 0.04%
1,888,773
-329,597
334
$99M 0.04%
2,304,018
-96,278
335
$98M 0.04%
2,119,919
-15,732
336
$97.9M 0.04%
6,369,595
-1,584,040
337
$97.5M 0.04%
1,220,125
+103,662
338
$97.3M 0.04%
586,297
+400,937
339
$96.5M 0.04%
2,207,076
-5,395,480
340
$95.7M 0.04%
1,950,156
-72,261
341
$95.3M 0.04%
1,082,380
-59,245
342
$95M 0.04%
2,871,994
-273,240
343
$93.1M 0.04%
725,767
+224,229
344
$92.8M 0.04%
2,820,002
+485,644
345
$92.4M 0.04%
2,582,564
-1,393,207
346
$91.2M 0.04%
1,951,347
-152,697
347
$91.1M 0.04%
1,845,106
+280,977
348
$90.9M 0.04%
900,231
-14,460
349
$90.7M 0.03%
5,893,173
+989,905
350
$90.5M 0.03%
2,207,112
+158,043
12 13
14
15 16