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
3626
$430K ﹤0.01%
16,623
+8,420
3627
$430K ﹤0.01%
52,502
+30,975
3628
$429K ﹤0.01%
17,567
-1,534
3629
$429K ﹤0.01%
56,978
+53,978
3630
$426K ﹤0.01%
80,809
-70,438
3631
$426K ﹤0.01%
10,434
-4,181
3632
$425K ﹤0.01%
231
+175
3633
$424K ﹤0.01%
40,595
-4,267
3634
$423K ﹤0.01%
27,091
+17,652
3635
$423K ﹤0.01%
18,410
+13,962
3636
$422K ﹤0.01%
5,404
-83,944
3637
$420K ﹤0.01%
31,529
-4,914
3638
$420K ﹤0.01%
39,428
-2,513
3639
$419K ﹤0.01%
19,327
+17,968
3640
$417K ﹤0.01%
2,605
+565
3641
$417K ﹤0.01%
9,267
+411
3642
$417K ﹤0.01%
6,433
-4,140
3643
$416K ﹤0.01%
11,756
+4,379
3644
$413K ﹤0.01%
15,282
-61,200
3645
$413K ﹤0.01%
36,475
-19,494
3646
$413K ﹤0.01%
8,773
-350
3647
$413K ﹤0.01%
73,279
+2,654
3648
$413K ﹤0.01%
220,847
+86,282
3649
$412K ﹤0.01%
12,425
+6,758
3650
$412K ﹤0.01%
21,612
-119,177
144 145
146
147 148