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
626
$41M 0.02%
1,007,558
+1,006,507
627
$40.7M 0.02%
686,699
+28,751
628
$40.7M 0.02%
725,665
+56,855
629
$40.7M 0.02%
737,620
+476,364
630
$40.6M 0.02%
803,297
+789,031
631
$40.3M 0.02%
1,598,654
+119,888
632
$40.2M 0.02%
552,878
+188,619
633
$40M 0.02%
1,473,608
-196,997
634
$39.9M 0.02%
177,517
-81,672
635
$39.7M 0.02%
2,688,542
+138,958
636
$39.6M 0.02%
642,517
+489,864
637
$39.4M 0.02%
866,099
-90,473
638
$39.4M 0.02%
1,324,574
+131,201
639
$39.2M 0.02%
1,130,927
-406,550
640
$39.2M 0.02%
1,366,407
+19,396
641
$39.2M 0.02%
2,834,858
+212,801
642
$39.2M 0.02%
2,857,554
+107,436
643
$39M 0.02%
1,673,855
-129,840
644
$39M 0.02%
976,806
+324
645
$38.9M 0.02%
2,467,799
+48,678
646
$38.9M 0.02%
443,101
+115,463
647
$38.8M 0.01%
861,275
+65,618
648
$38.8M 0.01%
1,266,080
-33,239
649
$38.7M 0.01%
892,914
-61,132
650
$38.7M 0.01%
1,764,847
-152,689
24 25
26
27 28