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
3926
$264K ﹤0.01%
17,805
-5,025
3927
$264K ﹤0.01%
9,388
+8,250
3928
$263K ﹤0.01%
5,977
+1,500
3929
$262K ﹤0.01%
50,315
-35,221
3930
$262K ﹤0.01%
1,594
+843
3931
$261K ﹤0.01%
3,389
-7,610
3932
$261K ﹤0.01%
29,955
+795
3933
$261K ﹤0.01%
117,869
-262,290
3934
$260K ﹤0.01%
10,920
-248
3935
$260K ﹤0.01%
4,511
+4,246
3936
$260K ﹤0.01%
12,872
+10,995
3937
$260K ﹤0.01%
31,062
+1,922
3938
$259K ﹤0.01%
9,919
-10
3939
$259K ﹤0.01%
3,533
+2,403
3940
$259K ﹤0.01%
18,991
-5,985
3941
$259K ﹤0.01%
5,752
-2,083
3942
$259K ﹤0.01%
16,579
+13,067
3943
$258K ﹤0.01%
18,278
-1,607
3944
$258K ﹤0.01%
8,401
+4,288
3945
$257K ﹤0.01%
12,406
+2,578
3946
$257K ﹤0.01%
19,633
+18,306
3947
$257K ﹤0.01%
147,625
-64,173
3948
$256K ﹤0.01%
5,804
+2,762
3949
$256K ﹤0.01%
11,997
+2,599
3950
$256K ﹤0.01%
18,918
-42,752
156 157
158
159 160