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
476
$61.1M 0.02%
600,853
-65,421
477
$61.1M 0.02%
1,059,937
+21,048
478
$61M 0.02%
1,752,229
+1,582,726
479
$61M 0.02%
4,782,892
-114,330
480
$60.7M 0.02%
566,868
+30,806
481
$60.6M 0.02%
1,389,411
+58,946
482
$60.3M 0.02%
1,301,849
+1,159,448
483
$60M 0.02%
392,739
-36,345
484
$59.7M 0.02%
767,042
+165,756
485
$59.4M 0.02%
1,099,221
-30,165
486
$58.8M 0.02%
776,622
-10,179
487
$58.8M 0.02%
1,014,751
-291,463
488
$58.4M 0.02%
3,053,599
-222,692
489
$58.3M 0.02%
196,790
+18,575
490
$58.2M 0.02%
879,086
+91,927
491
$58.1M 0.02%
533,114
-3,495,374
492
$57.8M 0.02%
1,399,931
-68,703
493
$57.8M 0.02%
358,647
-686
494
$57.8M 0.02%
1,421,847
-33,345
495
$57.8M 0.02%
2,150,126
-146,005
496
$57.6M 0.02%
625,352
+44,704
497
$57.5M 0.02%
1,816,088
-367,944
498
$57.5M 0.02%
3,518,456
-979,522
499
$57.4M 0.02%
703,255
-7,662
500
$57.4M 0.02%
534,438
+118,096
18 19
20
21 22