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
726
$33.4M 0.01%
337,334
-168,426
727
$33.3M 0.01%
357,479
+24,331
728
$33.3M 0.01%
1,043,732
-491,022
729
$33.3M 0.01%
254,181
+17,371
730
$33M 0.01%
567,870
-239,129
731
$33M 0.01%
449,533
-431,136
732
$32.9M 0.01%
1,455,935
-155,718
733
$32.9M 0.01%
196,708
+18,836
734
$32.9M 0.01%
1,500,766
-68,844
735
$32.8M 0.01%
375,202
+44,505
736
$32.8M 0.01%
388,981
+22,644
737
$32.7M 0.01%
612,203
-29,333
738
$32.4M 0.01%
2,263,422
+321,704
739
$32.4M 0.01%
533,788
-43,400
740
$32.4M 0.01%
280,881
-52,723
741
$32.3M 0.01%
917,665
-136,355
742
$32.2M 0.01%
2,078,855
-588,338
743
$32.1M 0.01%
316,967
-11,563
744
$32.1M 0.01%
1,099,978
-38,903
745
$32M 0.01%
1,819,618
+1,521,688
746
$32M 0.01%
1,993,085
+2,280
747
$32M 0.01%
543,841
+169,709
748
$31.7M 0.01%
293,666
-60,816
749
$31.6M 0.01%
651,712
+43,126
750
$31.5M 0.01%
2,199,516
+22,124
28 29
30
31 32