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
3651
$412K ﹤0.01%
52,458
+21,324
3652
$412K ﹤0.01%
7,049
+2,896
3653
$410K ﹤0.01%
13,490
+6,576
3654
$410K ﹤0.01%
3,392
+541
3655
$410K ﹤0.01%
8,161
+6,281
3656
$409K ﹤0.01%
28,851
-9,693
3657
$409K ﹤0.01%
28,911
+2,984
3658
$408K ﹤0.01%
17,258
-1,256
3659
$408K ﹤0.01%
10,120
+6,196
3660
$408K ﹤0.01%
35,668
+4,600
3661
$408K ﹤0.01%
5,351
+4,788
3662
$407K ﹤0.01%
36,998
+24,207
3663
$406K ﹤0.01%
67,718
+11,814
3664
$405K ﹤0.01%
10,790
+6,165
3665
$405K ﹤0.01%
23,634
+4,783
3666
$404K ﹤0.01%
19,943
+13,240
3667
$404K ﹤0.01%
59,248
+23,735
3668
$403K ﹤0.01%
69,464
+20,933
3669
$403K ﹤0.01%
12,093
-1
3670
$402K ﹤0.01%
69,052
+12,060
3671
$402K ﹤0.01%
+21,026
3672
$402K ﹤0.01%
21,255
-58,400
3673
$402K ﹤0.01%
277,196
+87,949
3674
$402K ﹤0.01%
2,943
-2,648
3675
$401K ﹤0.01%
17,554
-28,944
145 146
147
148 149