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
3576
$467K ﹤0.01%
15,004
+4,271
3577
$464K ﹤0.01%
88,862
-35,315
3578
$463K ﹤0.01%
15,466
+2,075
3579
$463K ﹤0.01%
9,188
-2,669
3580
$461K ﹤0.01%
6,203
+595
3581
$460K ﹤0.01%
38,195
+34,998
3582
$459K ﹤0.01%
14,356
+4,419
3583
$459K ﹤0.01%
32,520
+5,105
3584
$459K ﹤0.01%
41,803
+11,657
3585
$458K ﹤0.01%
8,972
+1,438
3586
$458K ﹤0.01%
22,769
+22,418
3587
$457K ﹤0.01%
32,542
-206
3588
$457K ﹤0.01%
9,022
-1,623
3589
$456K ﹤0.01%
9,926
+6,224
3590
$456K ﹤0.01%
30,590
+852
3591
$456K ﹤0.01%
20,507
-16,813
3592
$456K ﹤0.01%
43,634
+5,008
3593
$456K ﹤0.01%
22,403
+488
3594
$455K ﹤0.01%
62,320
+7,651
3595
$451K ﹤0.01%
36,332
+5,096
3596
$450K ﹤0.01%
16,749
-181,087
3597
$450K ﹤0.01%
22,566
-2,862
3598
$450K ﹤0.01%
16,693
+8,567
3599
$450K ﹤0.01%
16,913
+3,812
3600
$449K ﹤0.01%
17,651
+14,502
142 143
144
145 146