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
401
$76.6M 0.03%
2,305,539
+265,215
402
$76.2M 0.03%
1,624,865
-1,042,818
403
$76M 0.03%
3,666,693
-138,984
404
$75.6M 0.03%
1,234,771
+7,832
405
$75.4M 0.03%
940,448
-29,444
406
$75.2M 0.03%
1,186,231
-246,960
407
$74.6M 0.03%
2,944,970
+267,710
408
$74.6M 0.03%
612,468
+274,583
409
$74.2M 0.03%
3,715,202
-314,542
410
$74.1M 0.03%
584,664
-122,299
411
$73.6M 0.03%
3,920,610
+737,700
412
$73.3M 0.03%
1,212,133
+81,859
413
$73.3M 0.03%
1,551,945
+156,251
414
$73M 0.03%
1,293,146
+469,403
415
$72.9M 0.03%
726,351
+28,171
416
$72.3M 0.03%
1,259,964
+55,392
417
$72.1M 0.03%
2,014,955
-774,669
418
$71.6M 0.03%
834,597
-8,302
419
$71M 0.03%
874,549
+60,393
420
$70.8M 0.03%
704,247
-184,656
421
$70.7M 0.03%
697,727
-64,426
422
$70.5M 0.03%
1,634,996
-352,156
423
$70.4M 0.03%
221
-16
424
$69.9M 0.03%
1,320,447
+34,210
425
$69.7M 0.03%
1,194,107
+9,824
15 16
17
18 19