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
5501
$28K ﹤0.01%
2,899
+2,799
5502
$28K ﹤0.01%
1,760
-91
5503
$28K ﹤0.01%
+2,919
5504
$28K ﹤0.01%
10,907
+3,591
5505
$28K ﹤0.01%
2,717
+767
5506
$28K ﹤0.01%
46
+5
5507
$28K ﹤0.01%
2,102
-2,040
5508
$28K ﹤0.01%
900
-616
5509
$28K ﹤0.01%
1,502
+1,424
5510
$28K ﹤0.01%
1,147
+515
5511
$28K ﹤0.01%
2,402
-594
5512
$28K ﹤0.01%
5,054
-1,580
5513
$28K ﹤0.01%
+82
5514
$28K ﹤0.01%
2,812
-3,388
5515
$28K ﹤0.01%
1,160
-8
5516
$28K ﹤0.01%
737
5517
$28K ﹤0.01%
1,133
+300
5518
$27K ﹤0.01%
3,694
-385
5519
$27K ﹤0.01%
1,800
+1,463
5520
$27K ﹤0.01%
5,143
+1,785
5521
$27K ﹤0.01%
2,412
+310
5522
$27K ﹤0.01%
30
+3
5523
$27K ﹤0.01%
13,888
+4,309
5524
$27K ﹤0.01%
+2,603
5525
$27K ﹤0.01%
1,030
+2
219 220
221
222 223