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
3526
$510K ﹤0.01%
47,888
+11,621
3527
$510K ﹤0.01%
8
+7
3528
$510K ﹤0.01%
92,969
+1,160
3529
$509K ﹤0.01%
5,288
-571
3530
$507K ﹤0.01%
42,898
+1,059
3531
$507K ﹤0.01%
82,131
+43,011
3532
$506K ﹤0.01%
20,234
-821
3533
$506K ﹤0.01%
12,526
+2,413
3534
$505K ﹤0.01%
6,089
+5,301
3535
$505K ﹤0.01%
12,261
+487
3536
$504K ﹤0.01%
10,971
+834
3537
$504K ﹤0.01%
30,136
-137,758
3538
$502K ﹤0.01%
148,578
-787,113
3539
$501K ﹤0.01%
20,834
+11,756
3540
$499K ﹤0.01%
25,927
-24,436
3541
$497K ﹤0.01%
35,507
+6,153
3542
$497K ﹤0.01%
16,020
-39,497
3543
$497K ﹤0.01%
34,882
+3,726
3544
$496K ﹤0.01%
76,185
-41,264
3545
$495K ﹤0.01%
6,625
+4,887
3546
$494K ﹤0.01%
68,090
+767
3547
$492K ﹤0.01%
35,600
+22,300
3548
$491K ﹤0.01%
29,095
-6,945
3549
$490K ﹤0.01%
21,956
+2,014
3550
$489K ﹤0.01%
16,842
+6,839
140 141
142
143 144