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
851
$24.8M 0.01%
1,696,752
+7,793
852
$24.8M 0.01%
798,903
+66,139
853
$24.7M 0.01%
1,494,062
-100,019
854
$24.7M 0.01%
152,903
-194,878
855
$24.7M 0.01%
3,840,704
+57,289
856
$24.6M 0.01%
2,439,514
+114,312
857
$24.6M 0.01%
764,755
+8,467
858
$24.6M 0.01%
696,194
-58,739
859
$24.6M 0.01%
726,362
+318,787
860
$24.5M 0.01%
998,176
+102,256
861
$24.5M 0.01%
199,852
-6,521
862
$24.5M 0.01%
2,817,989
+2,734,099
863
$24.5M 0.01%
2,080,346
+7,019
864
$24.5M 0.01%
279,576
+11,441
865
$24.5M 0.01%
164,364
+32,471
866
$24.5M 0.01%
1,063,104
+25,401
867
$24.4M 0.01%
113,482
-26,979
868
$24.4M 0.01%
1,070,558
+20,116
869
$24.3M 0.01%
634,083
+97,356
870
$24.3M 0.01%
960,486
+135,018
871
$24.2M 0.01%
651,018
+30,847
872
$24.2M 0.01%
2,308,700
+434,635
873
$24.2M 0.01%
1,351,684
+300,720
874
$24.2M 0.01%
98,514
-33,623
875
$24.1M 0.01%
226,611
+40,049
33 34
35
36 37