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
3751
$351K ﹤0.01%
21,735
+10,205
3752
$351K ﹤0.01%
12,862
+5,804
3753
$350K ﹤0.01%
14,910
+6,295
3754
$349K ﹤0.01%
3,917
+2,094
3755
$349K ﹤0.01%
62,802
-4,002
3756
$348K ﹤0.01%
18,327
+11,001
3757
$348K ﹤0.01%
15,505
+1,584
3758
$347K ﹤0.01%
12,899
-154,888
3759
$347K ﹤0.01%
10,550
-67
3760
$347K ﹤0.01%
30,058
+19,321
3761
$347K ﹤0.01%
29,445
-7,092
3762
$346K ﹤0.01%
16,545
+13,120
3763
$346K ﹤0.01%
9,535
+6,893
3764
$346K ﹤0.01%
20,713
+13,303
3765
$346K ﹤0.01%
166,409
+160,650
3766
$346K ﹤0.01%
11,614
-4,820
3767
$346K ﹤0.01%
2,687
-406
3768
$345K ﹤0.01%
47,189
-6,739
3769
$345K ﹤0.01%
5,458
+4,883
3770
$345K ﹤0.01%
10,968
-6,150
3771
$345K ﹤0.01%
22,505
+11,737
3772
$344K ﹤0.01%
5,384
+3,991
3773
$344K ﹤0.01%
24,420
-1,124
3774
$343K ﹤0.01%
28,218
+20,712
3775
$343K ﹤0.01%
7,728
+5,883
149 150
151
152 153