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
351
$90.3M 0.03%
328,470
-17,262
352
$90.2M 0.03%
993,614
+11,153
353
$89.3M 0.03%
2,058,870
-20,412
354
$89.2M 0.03%
538,406
-97,478
355
$89.2M 0.03%
1,107,698
+42,071
356
$89.1M 0.03%
1,519,036
+7,706
357
$88.4M 0.03%
3,865,792
+311,590
358
$87.6M 0.03%
1,602,892
+608,580
359
$87.6M 0.03%
2,820,572
+330,814
360
$87.3M 0.03%
2,320,642
+30,190
361
$86.6M 0.03%
500,510
-12,276
362
$86.1M 0.03%
1,051,151
+267,275
363
$85.9M 0.03%
1,375,590
+36,522
364
$85.3M 0.03%
1,827,361
+1,221,621
365
$85.2M 0.03%
168,978
+28,187
366
$85.1M 0.03%
1,631,247
-134,657
367
$84.9M 0.03%
985,725
+320,065
368
$84.5M 0.03%
993,601
-2,342
369
$84.1M 0.03%
2,736,561
-17,483
370
$84M 0.03%
462,093
-65,619
371
$83.8M 0.03%
+2,833,527
372
$83.8M 0.03%
1,797,798
-81,047
373
$83.2M 0.03%
733,253
+12,832
374
$82.6M 0.03%
362,797
+45,525
375
$82.6M 0.03%
2,125,589
+422,313
13 14
15
16 17