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
3876
$287K ﹤0.01%
3,906
+428
3877
$286K ﹤0.01%
15,200
+3,019
3878
$286K ﹤0.01%
13,382
+366
3879
$285K ﹤0.01%
16,599
+10,179
3880
$284K ﹤0.01%
3,548
+1,386
3881
$284K ﹤0.01%
19,586
+18,271
3882
$283K ﹤0.01%
7,133
+5,917
3883
$283K ﹤0.01%
2,400
+227
3884
$282K ﹤0.01%
8,135
+1,025
3885
$282K ﹤0.01%
8,001
+7,652
3886
$282K ﹤0.01%
13,369
+5,520
3887
$281K ﹤0.01%
38,142
+35,824
3888
$280K ﹤0.01%
5,619
+1,020
3889
$280K ﹤0.01%
48,108
-691,292
3890
$280K ﹤0.01%
16,899
+796
3891
$279K ﹤0.01%
11,871
-1,010
3892
$278K ﹤0.01%
12,383
+2,513
3893
$278K ﹤0.01%
6,410
+100
3894
$277K ﹤0.01%
21,753
+6,033
3895
$276K ﹤0.01%
86,240
-31,398
3896
$275K ﹤0.01%
25,896
+9,237
3897
$275K ﹤0.01%
4,789
-22,469
3898
$275K ﹤0.01%
52,432
-34,166
3899
$275K ﹤0.01%
5,524
+4,684
3900
$274K ﹤0.01%
10,307
+2,721
154 155
156
157 158