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
3701
$382K ﹤0.01%
23,247
-216,616
3702
$382K ﹤0.01%
40,980
-3,374
3703
$381K ﹤0.01%
16,455
+821
3704
$380K ﹤0.01%
11,924
-411
3705
$380K ﹤0.01%
23,164
+1,017
3706
$380K ﹤0.01%
5,013
-25,983
3707
$379K ﹤0.01%
7,624
+1,732
3708
$377K ﹤0.01%
10,345
+7,665
3709
$377K ﹤0.01%
15,374
-439
3710
$376K ﹤0.01%
8,215
+2,515
3711
$376K ﹤0.01%
35,662
-941
3712
$375K ﹤0.01%
328,821
+324,425
3713
$375K ﹤0.01%
+6,735
3714
$375K ﹤0.01%
22,288
-1,715
3715
$375K ﹤0.01%
11,306
+8,728
3716
$374K ﹤0.01%
40,963
+481
3717
$374K ﹤0.01%
25,534
+16,149
3718
$372K ﹤0.01%
16,688
+10,204
3719
$372K ﹤0.01%
18,852
+7,859
3720
$371K ﹤0.01%
5,815
+5,028
3721
$370K ﹤0.01%
4,531
-7,882
3722
$369K ﹤0.01%
13,145
+7,503
3723
$369K ﹤0.01%
17,963
+7,271
3724
$369K ﹤0.01%
14,597
+450
3725
$368K ﹤0.01%
9,724
+5,792
147 148
149
150 151