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
3801
$326K ﹤0.01%
2,047
+1,693
3802
$325K ﹤0.01%
14,203
+11,451
3803
$325K ﹤0.01%
47,667
+4,678
3804
$324K ﹤0.01%
15,692
+8,820
3805
$324K ﹤0.01%
6,079
-610
3806
$324K ﹤0.01%
15,932
-2,984
3807
$323K ﹤0.01%
12,107
+6,145
3808
$322K ﹤0.01%
12,199
+8,977
3809
$322K ﹤0.01%
2,885
+1,663
3810
$321K ﹤0.01%
4,259
+1,371
3811
$321K ﹤0.01%
7,633
+5,248
3812
$321K ﹤0.01%
23,603
-6,110
3813
$321K ﹤0.01%
12,496
+8,155
3814
$320K ﹤0.01%
13,071
+10,984
3815
$320K ﹤0.01%
27,140
+22,925
3816
$319K ﹤0.01%
5,426
+3,603
3817
$318K ﹤0.01%
19,183
+969
3818
$318K ﹤0.01%
1,170
-512
3819
$317K ﹤0.01%
33,197
+1,660
3820
$317K ﹤0.01%
11,416
+1,275
3821
$316K ﹤0.01%
8,047
+5,912
3822
$316K ﹤0.01%
22,120
+8,486
3823
$316K ﹤0.01%
2,809
+1,688
3824
$315K ﹤0.01%
47,719
+12,579
3825
$315K ﹤0.01%
7,052
-3,666
151 152
153
154 155