UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
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
26
$1.47B 0.56%
7,845,478
-367,640
27
$1.43B 0.55%
8,559,772
+112,521
28
$1.41B 0.54%
18,064,745
+1,329,336
29
$1.39B 0.54%
6,701,317
-291,931
30
$1.38B 0.53%
27,143,928
+634,296
31
$1.38B 0.53%
4,687,569
+171,975
32
$1.27B 0.49%
3,479,811
+504,781
33
$1.25B 0.48%
10,049,597
+1,518,144
34
$1.2B 0.46%
7,101,710
+223,683
35
$1.2B 0.46%
4,913,678
+81,898
36
$1.2B 0.46%
7,140,549
+5,506,943
37
$1.14B 0.44%
13,906,102
-2,856,845
38
$1.09B 0.42%
7,272,105
-141,948
39
$1.06B 0.41%
6,076,654
-651,801
40
$1.04B 0.4%
40,349,806
-12,100,970
41
$1.03B 0.4%
3,507,138
+240,526
42
$1.03B 0.4%
73,131,129
-4,604,797
43
$1.03B 0.4%
40,538,049
+649,168
44
$1.02B 0.39%
6,511,394
-22,695
45
$1.02B 0.39%
24,417,663
-119,022
46
$999M 0.38%
24,299,335
+4,102,112
47
$996M 0.38%
4,961,232
+1,053,077
48
$985M 0.38%
12,310,841
+2,731,868
49
$969M 0.37%
2,065,540
-4,574
50
$967M 0.37%
24,882,180
+478,920
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