UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
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
51
$914M 0.35%
3,457,284
+375,908
52
$911M 0.35%
5,861,280
-654,301
53
$909M 0.35%
16,822,460
+944,260
54
$899M 0.35%
3,051,238
-65,017
55
$860M 0.33%
16,785,448
+2,195,984
56
$859M 0.33%
11,208,071
-671,644
57
$832M 0.32%
4,920,583
-82,766
58
$806M 0.31%
6,363,628
-742,081
59
$793M 0.31%
6,047,830
-180,104
60
$766M 0.3%
12,853,985
+434,924
61
$766M 0.3%
8,363,480
+5,926,920
62
$758M 0.29%
2,814,521
+88,072
63
$747M 0.29%
4,556,638
+33,185
64
$744M 0.29%
10,727,889
+1,005,446
65
$742M 0.29%
7,442,773
+87,175
66
$731M 0.28%
3,430,209
-183,168
67
$723M 0.28%
5,679,840
+89,062
68
$720M 0.28%
16,939,893
-10,338
69
$718M 0.28%
12,586,060
+494,317
70
$715M 0.28%
7,826,577
-89,549
71
$714M 0.28%
24,633,476
-3,558,712
72
$694M 0.27%
6,047,238
+442,950
73
$693M 0.27%
3,390,388
-622,155
74
$688M 0.27%
26,923,776
+5,535,400
75
$684M 0.26%
11,971,516
-2,423,505
1 2
3
4 5