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
3976
$243K ﹤0.01%
19,079
+11,815
3977
$243K ﹤0.01%
28,802
+22,421
3978
$243K ﹤0.01%
10,757
+2,927
3979
$242K ﹤0.01%
21,528
+16,569
3980
$242K ﹤0.01%
111,818
-215,490
3981
$241K ﹤0.01%
30,557
+23,735
3982
$241K ﹤0.01%
6,259
-8
3983
$241K ﹤0.01%
12,587
-814
3984
$240K ﹤0.01%
+9,093
3985
$240K ﹤0.01%
8,023
-1,255
3986
$240K ﹤0.01%
8,030
-5,500
3987
$240K ﹤0.01%
4,210
+2,433
3988
$240K ﹤0.01%
14,783
-325,525
3989
$240K ﹤0.01%
6,437
+5,137
3990
$239K ﹤0.01%
5,319
-1
3991
$238K ﹤0.01%
29,673
+4,755
3992
$238K ﹤0.01%
16,167
-699
3993
$238K ﹤0.01%
10,968
+7,092
3994
$238K ﹤0.01%
6,777
+6,572
3995
$238K ﹤0.01%
2,495
-60,647
3996
$237K ﹤0.01%
12,904
-560
3997
$237K ﹤0.01%
8,070
+3,820
3998
$237K ﹤0.01%
19,403
+2,127
3999
$236K ﹤0.01%
54
+53
4000
$236K ﹤0.01%
8,231
+1,612
158 159
160
161 162