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
601
$43.4M 0.02%
2,248,519
+387,101
602
$43.3M 0.02%
892,212
+11,436
603
$43.3M 0.02%
163,083
-36,013
604
$43.2M 0.02%
266,676
+18,106
605
$43M 0.02%
837,160
-211,361
606
$43M 0.02%
883,152
-59,341
607
$42.8M 0.02%
316,672
+42,347
608
$42.7M 0.02%
907,086
+33,363
609
$42.5M 0.02%
2,731,265
+1,366,391
610
$42.5M 0.02%
1,509,838
+919,445
611
$42.5M 0.02%
1,335,080
+1,326,350
612
$42.4M 0.02%
714,804
+211,428
613
$42.3M 0.02%
284,449
+23,513
614
$42.3M 0.02%
1,429,397
-98,810
615
$42.1M 0.02%
911,216
-115,876
616
$42.1M 0.02%
1,880,859
+655,772
617
$41.9M 0.02%
206,430
-32,650
618
$41.8M 0.02%
62,487
+5,226
619
$41.7M 0.02%
2,268,868
+336,663
620
$41.7M 0.02%
1,152,712
+694,210
621
$41.6M 0.02%
1,670,503
-72,466
622
$41.6M 0.02%
255,565
-13,268
623
$41.4M 0.02%
686,852
-3,983
624
$41.3M 0.02%
814,073
+704,188
625
$41.2M 0.02%
888,248
+748,604
23 24
25
26 27