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
826
$26.8M 0.01%
836,211
-182,643
827
$26.8M 0.01%
568,707
+28,377
828
$26.7M 0.01%
4,882,365
+2,323,218
829
$26.6M 0.01%
95,696
+17,005
830
$26.6M 0.01%
929,616
-121,590
831
$26.6M 0.01%
603,491
-59,506
832
$26.6M 0.01%
1,405,681
+504,256
833
$26.5M 0.01%
283,508
+125,796
834
$26.2M 0.01%
226,302
+13,511
835
$26.1M 0.01%
239,409
+19,297
836
$26M 0.01%
113,734
+31,396
837
$26M 0.01%
1,239,490
+4,030
838
$25.7M 0.01%
511,649
+42,927
839
$25.7M 0.01%
238,913
+5,530
840
$25.6M 0.01%
428,402
-17,585
841
$25.6M 0.01%
983,271
+83,037
842
$25.6M 0.01%
699,086
-143,206
843
$25.6M 0.01%
175,626
+67,881
844
$25.6M 0.01%
467,316
+86,884
845
$25.4M 0.01%
132,759
-23,128
846
$25.3M 0.01%
30,173
-3,671
847
$25.2M 0.01%
1,718,335
+76,812
848
$25.2M 0.01%
2,347,900
+33,172
849
$25.1M 0.01%
300,637
+70,018
850
$25M 0.01%
298,723
-9,872
32 33
34
35 36