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
526
$53.3M 0.02%
623,803
+22,822
527
$53.2M 0.02%
752,816
-111,332
528
$53.2M 0.02%
1,965,788
-383,094
529
$53.1M 0.02%
613,576
+19,738
530
$52.9M 0.02%
2,377,908
+1,846,041
531
$52.8M 0.02%
662,446
+18,406
532
$52.1M 0.02%
1,033,488
+259,909
533
$51.9M 0.02%
357,679
+7,009
534
$51.7M 0.02%
1,187,900
-86,973
535
$51.3M 0.02%
919,918
-29,938
536
$51.3M 0.02%
2,055,855
+159,720
537
$51.2M 0.02%
317,430
-34,432
538
$50.9M 0.02%
723,556
-53,927
539
$50.8M 0.02%
1,769,828
+97,309
540
$50.8M 0.02%
819,065
-39,289
541
$50.7M 0.02%
1,909,914
+710,763
542
$50.6M 0.02%
413,162
+267,105
543
$50.2M 0.02%
484,329
+92,615
544
$50.2M 0.02%
191,298
-238,914
545
$50.1M 0.02%
475,653
-12,345
546
$50M 0.02%
2,734,745
+2,633,276
547
$49.8M 0.02%
2,851,337
+71,017
548
$49.6M 0.02%
2,504,014
-168,220
549
$49.4M 0.02%
1,752,751
+230,063
550
$49.4M 0.02%
446,619
+30,711
20 21
22
23 24