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
3901
$274K ﹤0.01%
114,742
-4,230
3902
$274K ﹤0.01%
8,508
+2,407
3903
$272K ﹤0.01%
16,033
-13,221
3904
$272K ﹤0.01%
63,121
+61,663
3905
$272K ﹤0.01%
13,496
+1,562
3906
$271K ﹤0.01%
9,809
+6,254
3907
$271K ﹤0.01%
9,234
+6,779
3908
$271K ﹤0.01%
8,508
-45,150
3909
$270K ﹤0.01%
10,349
+4,380
3910
$270K ﹤0.01%
3,985
+1,278
3911
$270K ﹤0.01%
7,108
-102,174
3912
$269K ﹤0.01%
37,399
-7,544
3913
$269K ﹤0.01%
10,278
+3,078
3914
$269K ﹤0.01%
14,694
-4,183
3915
$268K ﹤0.01%
5,699
+4,591
3916
$268K ﹤0.01%
278,317
-58,887
3917
$268K ﹤0.01%
22,910
-11,023
3918
$267K ﹤0.01%
20,584
+6,473
3919
$267K ﹤0.01%
12,719
+11,239
3920
$267K ﹤0.01%
23,828
+11,790
3921
$266K ﹤0.01%
69,223
-22,361
3922
$266K ﹤0.01%
6,741
+2,920
3923
$266K ﹤0.01%
82,248
+15,651
3924
$265K ﹤0.01%
98,948
+94,881
3925
$265K ﹤0.01%
+25,000
155 156
157
158 159