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
776
$29.7M 0.01%
2,051,960
+56,501
777
$29.7M 0.01%
1,162,210
-19,830
778
$29.6M 0.01%
1,031,364
+332,365
779
$29.6M 0.01%
48,366
+16,674
780
$29.4M 0.01%
611,568
+191,256
781
$29.3M 0.01%
693,756
-26,835
782
$29.1M 0.01%
2,862,087
-118,802
783
$29.1M 0.01%
1,044,259
-1,290,725
784
$29.1M 0.01%
937,454
-89,634
785
$29.1M 0.01%
811,755
-20,928
786
$29M 0.01%
471,033
+7,936
787
$28.8M 0.01%
1,206,010
-193,370
788
$28.8M 0.01%
1,207,097
+140,333
789
$28.8M 0.01%
435,937
+2,111
790
$28.7M 0.01%
277,468
+155,961
791
$28.6M 0.01%
624,939
+257,682
792
$28.5M 0.01%
470,446
+66,007
793
$28.4M 0.01%
241,477
+42,035
794
$28.4M 0.01%
417,144
+75
795
$28.4M 0.01%
556,578
+15,732
796
$28.3M 0.01%
593,168
+147,239
797
$28.3M 0.01%
1,115,152
-28,913
798
$28.3M 0.01%
2,336,199
+230,039
799
$28.3M 0.01%
693,913
+78,245
800
$28.2M 0.01%
1,171,686
+100,890
30 31
32
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