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
3726
$367K ﹤0.01%
6,950
+5,143
3727
$367K ﹤0.01%
+17,665
3728
$367K ﹤0.01%
19,875
+1,387
3729
$367K ﹤0.01%
34,439
+3,580
3730
$365K ﹤0.01%
4,308
+1,956
3731
$365K ﹤0.01%
29,028
+25,632
3732
$363K ﹤0.01%
12,235
+3,918
3733
$360K ﹤0.01%
947
-1,134
3734
$359K ﹤0.01%
184,913
-227,151
3735
$359K ﹤0.01%
11,874
+9,761
3736
$359K ﹤0.01%
299
+81
3737
$359K ﹤0.01%
13,730
-1,088
3738
$358K ﹤0.01%
11,991
-47
3739
$357K ﹤0.01%
11,862
+6,156
3740
$357K ﹤0.01%
10,730
+321
3741
$357K ﹤0.01%
15,576
+112
3742
$357K ﹤0.01%
+34,995
3743
$356K ﹤0.01%
18,000
+1,850
3744
$356K ﹤0.01%
21,849
+1,484
3745
$355K ﹤0.01%
10,724
-1,489
3746
$354K ﹤0.01%
3,288
+1,320
3747
$353K ﹤0.01%
4,290
+4,170
3748
$353K ﹤0.01%
18,516
-3,040
3749
$352K ﹤0.01%
6,647
-879
3750
$352K ﹤0.01%
6,742
-9,694
148 149
150
151 152