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
751
$31.5M 0.01%
961,878
-153,864
752
$31.5M 0.01%
489,266
+78,095
753
$31.3M 0.01%
320,789
+16,727
754
$31.3M 0.01%
403,900
-322,034
755
$31.2M 0.01%
187,039
+89,577
756
$31.1M 0.01%
866,082
+41,772
757
$31.1M 0.01%
486,349
+49,116
758
$31M 0.01%
437,845
+238,074
759
$31M 0.01%
1,817,687
-36,637
760
$31M 0.01%
517,254
+139,841
761
$30.8M 0.01%
866,963
-13,295
762
$30.7M 0.01%
220,205
+48,636
763
$30.6M 0.01%
1,342,468
+112,188
764
$30.6M 0.01%
726,440
+31,738
765
$30.5M 0.01%
110,905
-8,381
766
$30.5M 0.01%
782,373
+8,432
767
$30.5M 0.01%
1,477,932
+1,065,954
768
$30.5M 0.01%
1,488,861
-10,155
769
$30.4M 0.01%
499,705
+204,304
770
$30.3M 0.01%
644,480
-38,790
771
$30.2M 0.01%
2,269,762
-149,252
772
$30.2M 0.01%
1,916,129
-131,215
773
$30.1M 0.01%
1,210,680
+18,335
774
$30.1M 0.01%
6,006,982
+276,264
775
$29.8M 0.01%
218,714
+8,537
29 30
31
32 33