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
4126
$189K ﹤0.01%
13,622
+4,115
4127
$189K ﹤0.01%
1,982
-2,232
4128
$189K ﹤0.01%
10,022
+2,181
4129
$189K ﹤0.01%
3,769
-5,346
4130
$188K ﹤0.01%
10,928
+1,495
4131
$188K ﹤0.01%
39,519
-19,199
4132
$188K ﹤0.01%
4,174
+726
4133
$188K ﹤0.01%
7,590
+1,091
4134
$188K ﹤0.01%
14,655
+210
4135
$187K ﹤0.01%
5,866
+4,168
4136
$186K ﹤0.01%
13,468
+12,399
4137
$185K ﹤0.01%
12,015
+5,665
4138
$185K ﹤0.01%
2,899
+2,564
4139
$185K ﹤0.01%
3,639
-1,339
4140
$184K ﹤0.01%
3,584
+538
4141
$183K ﹤0.01%
3,340
+1,985
4142
$183K ﹤0.01%
123,450
+2,475
4143
$183K ﹤0.01%
5,637
+1,046
4144
$183K ﹤0.01%
4,800
4145
$182K ﹤0.01%
29,144
+28,434
4146
$182K ﹤0.01%
1,285
+111
4147
$182K ﹤0.01%
10,513
+6,086
4148
$182K ﹤0.01%
25,238
+8,569
4149
$181K ﹤0.01%
32,167
-19,754
4150
$181K ﹤0.01%
11,196
+4,207
164 165
166
167 168