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
576
$46.2M 0.02%
251,951
+1,657
577
$46M 0.02%
238,208
-48,670
578
$45.9M 0.02%
1,198,596
-166,836
579
$45.8M 0.02%
387,397
-55,818
580
$45.8M 0.02%
1,047,865
-149,970
581
$45.8M 0.02%
592,305
-47,805
582
$45.4M 0.02%
2,386,983
+426,195
583
$45.4M 0.02%
772,349
+12,444
584
$45.4M 0.02%
606,138
+25,824
585
$45.2M 0.02%
942,427
+128,718
586
$45.1M 0.02%
399,755
+15,763
587
$45M 0.02%
615,563
+170,460
588
$44.8M 0.02%
306,992
-20,266
589
$44.5M 0.02%
3,518,951
-258,183
590
$44.5M 0.02%
1,633,142
+647,801
591
$44.2M 0.02%
2,026,356
+349,819
592
$44.1M 0.02%
377,538
-78,901
593
$43.9M 0.02%
743,085
+51,226
594
$43.8M 0.02%
324,213
+57,216
595
$43.8M 0.02%
799,557
-327,132
596
$43.8M 0.02%
294,542
+21,018
597
$43.8M 0.02%
1,932,810
-47,458
598
$43.7M 0.02%
772,181
-113,346
599
$43.6M 0.02%
1,674,509
+7,261
600
$43.6M 0.02%
1,000,660
+627,855
22 23
24
25 26