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
426
$69.6M 0.03%
2,202,047
+33,633
427
$69.5M 0.03%
1,492,681
+555,406
428
$69.4M 0.03%
626,976
-563,286
429
$69.1M 0.03%
1,292,717
+18,596
430
$69M 0.03%
213,619
-2,832
431
$68.8M 0.03%
1,776,217
+67,519
432
$68.8M 0.03%
518,379
+64,073
433
$68.5M 0.03%
1,250,830
+359,422
434
$68.3M 0.03%
1,332,869
-38,161
435
$68.3M 0.03%
2,714,602
+172,715
436
$68.2M 0.03%
1,670,862
+290,254
437
$68.2M 0.03%
1,698,720
+296,496
438
$68M 0.03%
599,140
-42,994
439
$68M 0.03%
436,048
+389,316
440
$67.8M 0.03%
2,979,428
-563,531
441
$67.6M 0.03%
554,527
+76,649
442
$67.5M 0.03%
374,697
+93,142
443
$67.5M 0.03%
1,529,272
-217,821
444
$67.3M 0.03%
817,334
+14,131
445
$67.2M 0.03%
4,435,213
+4,342,901
446
$67.2M 0.03%
506,518
+196,426
447
$66.9M 0.03%
1,073,142
-131,803
448
$66.8M 0.03%
976,938
+62,570
449
$66.6M 0.03%
1,385,315
-105,340
450
$66M 0.03%
4,067,248
-74,624
16 17
18
19 20