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
4076
$208K ﹤0.01%
1,447
4077
$207K ﹤0.01%
10,752
+842
4078
$205K ﹤0.01%
2,816
+1,958
4079
$205K ﹤0.01%
+892
4080
$205K ﹤0.01%
5,673
+4,265
4081
$205K ﹤0.01%
5,739
+2,740
4082
$205K ﹤0.01%
7,875
-101,436
4083
$205K ﹤0.01%
10,175
+8,353
4084
$205K ﹤0.01%
3,197
+811
4085
$204K ﹤0.01%
2,632
-708
4086
$204K ﹤0.01%
49,122
+15,669
4087
$203K ﹤0.01%
7,462
-44
4088
$203K ﹤0.01%
5,866
-43
4089
$203K ﹤0.01%
289
+269
4090
$203K ﹤0.01%
14,705
+530
4091
$201K ﹤0.01%
6,829
-5
4092
$201K ﹤0.01%
6,933
+6,248
4093
$200K ﹤0.01%
4,516
+221
4094
$200K ﹤0.01%
17,213
+17,200
4095
$200K ﹤0.01%
16,838
+9,253
4096
$199K ﹤0.01%
5,066
-22
4097
$199K ﹤0.01%
6,644
+6,412
4098
$199K ﹤0.01%
3,364
+1,805
4099
$199K ﹤0.01%
1,590
+1,581
4100
$199K ﹤0.01%
16,853
-29,092
162 163
164
165 166