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
801
$28M 0.01%
1,261,211
+576,744
802
$28M 0.01%
902,396
+167,074
803
$28M 0.01%
1,827,099
-196,621
804
$28M 0.01%
877,857
+315,374
805
$28M 0.01%
1,457,403
+108,447
806
$27.9M 0.01%
1,282,485
+8,280
807
$27.9M 0.01%
1,322,161
+280,695
808
$27.9M 0.01%
202,986
+13,959
809
$27.7M 0.01%
283,729
+65,778
810
$27.7M 0.01%
1,112,288
-287,633
811
$27.6M 0.01%
265,814
-62,020
812
$27.5M 0.01%
186,656
-60,283
813
$27.5M 0.01%
562,496
+371,003
814
$27.4M 0.01%
78,896
+29,294
815
$27.4M 0.01%
964,163
+430,972
816
$27.3M 0.01%
1,210,962
-62,663
817
$27.2M 0.01%
339,718
+281,459
818
$27.1M 0.01%
527,206
+72,118
819
$27.1M 0.01%
261,033
+2,361
820
$27.1M 0.01%
2,530,908
+153,323
821
$27M 0.01%
86,413
+2,311
822
$27M 0.01%
504,303
+57,096
823
$27M 0.01%
902,883
+441,963
824
$27M 0.01%
705,485
+567,802
825
$26.8M 0.01%
2,309,525
-436,439
31 32
33
34 35