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
3501
$524K ﹤0.01%
17,073
+16,360
3502
$523K ﹤0.01%
10,526
-20,924
3503
$523K ﹤0.01%
9,587
+2,480
3504
$523K ﹤0.01%
6,197
+6,069
3505
$523K ﹤0.01%
20,624
+16,636
3506
$523K ﹤0.01%
16,148
+10,816
3507
$523K ﹤0.01%
7,047
+2,482
3508
$522K ﹤0.01%
40,553
-3,778
3509
$522K ﹤0.01%
8,742
+6,853
3510
$522K ﹤0.01%
16,030
+1,664
3511
$522K ﹤0.01%
26,250
+21,395
3512
$521K ﹤0.01%
27,931
-160
3513
$520K ﹤0.01%
30,801
-2,387
3514
$520K ﹤0.01%
10,122
+7,221
3515
$520K ﹤0.01%
21,711
-323
3516
$519K ﹤0.01%
10,405
+5,000
3517
$516K ﹤0.01%
21,519
+21,272
3518
$516K ﹤0.01%
11,012
+8,412
3519
$515K ﹤0.01%
67,974
-979
3520
$514K ﹤0.01%
5,265
-7,711
3521
$514K ﹤0.01%
38,544
-545
3522
$513K ﹤0.01%
27,575
+81
3523
$512K ﹤0.01%
12,761
+964
3524
$512K ﹤0.01%
9,824
+2,041
3525
$511K ﹤0.01%
20,576
+1,612
139 140
141
142 143