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
6676
$3K ﹤0.01%
2,289
-92
6677
$3K ﹤0.01%
100
-750
6678
$2K ﹤0.01%
453
-1,389
6679
$2K ﹤0.01%
250
-1,509
6680
$2K ﹤0.01%
+90
6681
$2K ﹤0.01%
15
-16
6682
$2K ﹤0.01%
1,043
-492
6683
$2K ﹤0.01%
90
6684
$2K ﹤0.01%
82
-7,242
6685
$2K ﹤0.01%
90
-3,759
6686
$2K ﹤0.01%
+791
6687
$2K ﹤0.01%
7,800
6688
$2K ﹤0.01%
+81
6689
$2K ﹤0.01%
516
+250
6690
$2K ﹤0.01%
3,094
+2,771
6691
$2K ﹤0.01%
12,381
+4,106
6692
$2K ﹤0.01%
5,037
-3,880
6693
$2K ﹤0.01%
+200
6694
$2K ﹤0.01%
960
6695
$2K ﹤0.01%
489
+190
6696
$2K ﹤0.01%
3,515
+3,365
6697
$2K ﹤0.01%
+90
6698
$2K ﹤0.01%
1,009
+409
6699
$2K ﹤0.01%
171
+40
6700
$2K ﹤0.01%
37
-41
266 267
268
269 270