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
3826
$315K ﹤0.01%
15,708
+6,159
3827
$315K ﹤0.01%
26,408
+22,132
3828
$315K ﹤0.01%
30,650
-4,350
3829
$314K ﹤0.01%
25,527
+17,207
3830
$313K ﹤0.01%
12,605
+2,605
3831
$313K ﹤0.01%
28,010
+14,685
3832
$313K ﹤0.01%
10,072
+9,183
3833
$312K ﹤0.01%
3,826
+808
3834
$311K ﹤0.01%
17,782
+16,635
3835
$311K ﹤0.01%
28,151
+20,128
3836
$310K ﹤0.01%
18,065
+989
3837
$310K ﹤0.01%
11,114
+4,189
3838
$310K ﹤0.01%
+159,026
3839
$310K ﹤0.01%
34,626
-2,500
3840
$309K ﹤0.01%
13,573
-27,299
3841
$309K ﹤0.01%
22,557
-1,457
3842
$307K ﹤0.01%
10,246
+5,824
3843
$307K ﹤0.01%
5,493
-26,254
3844
$306K ﹤0.01%
7,677
-3,070
3845
$306K ﹤0.01%
30,522
+21,707
3846
$306K ﹤0.01%
7,896
-406
3847
$306K ﹤0.01%
18,903
+12,002
3848
$306K ﹤0.01%
5,445
+5,219
3849
$305K ﹤0.01%
12,736
+12,041
3850
$305K ﹤0.01%
14,526
+9,954
152 153
154
155 156