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
376
$82.2M 0.03%
4,228,102
-1,109,036
377
$82.2M 0.03%
1,590,813
+295,608
378
$82.1M 0.03%
1,132,035
+330,280
379
$82M 0.03%
228,950
-36,437
380
$81.8M 0.03%
2,816,234
-909,251
381
$81.7M 0.03%
674,434
-199,046
382
$81.7M 0.03%
1,768,204
-198,711
383
$81.5M 0.03%
510,400
-266,140
384
$81.5M 0.03%
1,824,936
-56,082
385
$81.1M 0.03%
754,172
+34,487
386
$80.7M 0.03%
2,237,682
+421,523
387
$80.2M 0.03%
1,463,928
-9,090
388
$80M 0.03%
2,011,335
-436,768
389
$79.7M 0.03%
1,073,000
+2,280
390
$79.3M 0.03%
1,621,069
+44,938
391
$78.4M 0.03%
335,090
-15,209
392
$78.4M 0.03%
2,216,230
-390,942
393
$78.1M 0.03%
2,237,165
+470,899
394
$78M 0.03%
2,466,653
+20,131
395
$77.9M 0.03%
955,137
+137,378
396
$77.5M 0.03%
8,154,433
-817,908
397
$77.1M 0.03%
1,716,951
-326,946
398
$76.9M 0.03%
1,391,083
+44,578
399
$76.9M 0.03%
194,538
-6,021
400
$76.8M 0.03%
1,442,018
-483,904
14 15
16
17 18