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
551
$49.4M 0.02%
986,630
-65,207
552
$49.2M 0.02%
2,959,648
+238,661
553
$49.1M 0.02%
205,611
-6,082
554
$48.8M 0.02%
2,311,650
+203,713
555
$48.8M 0.02%
363,847
+8,204
556
$48.6M 0.02%
871,905
-198,634
557
$48.6M 0.02%
4,129,613
+197,671
558
$48.4M 0.02%
887,897
-14,215
559
$48.3M 0.02%
430,028
+13,579
560
$48.3M 0.02%
749,161
-22,077
561
$48M 0.02%
1,849,441
+35,528
562
$47.9M 0.02%
1,225,430
+34,320
563
$47.7M 0.02%
523,700
+66,734
564
$47.7M 0.02%
2,659,468
+264,632
565
$47.4M 0.02%
4,994,236
-122,508
566
$47.1M 0.02%
349,748
+23,596
567
$47M 0.02%
1,875,665
+926,433
568
$47M 0.02%
703,314
+209,233
569
$46.9M 0.02%
1,195,121
+124,160
570
$46.8M 0.02%
2,058,922
+550,892
571
$46.8M 0.02%
1,163,599
-264,133
572
$46.6M 0.02%
1,223,894
+145,451
573
$46.3M 0.02%
1,580,330
+9,598
574
$46.3M 0.02%
1,171,826
-2,837,927
575
$46.3M 0.02%
1,681,951
+1,345
21 22
23
24 25