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
926
$22.1M 0.01%
165,927
+34,845
927
$22M 0.01%
598,270
+2,489
928
$22M 0.01%
3,375,809
-1,609,652
929
$21.9M 0.01%
324,081
+7,877
930
$21.9M 0.01%
1,343,306
-35,918
931
$21.9M 0.01%
374,982
-271,845
932
$21.8M 0.01%
223,333
+45,568
933
$21.8M 0.01%
309,815
+55,140
934
$21.8M 0.01%
692,864
-35,264
935
$21.7M 0.01%
435,313
-129,992
936
$21.7M 0.01%
334,057
+9,145
937
$21.7M 0.01%
67,406
+3,023
938
$21.6M 0.01%
270,822
+89,842
939
$21.6M 0.01%
620,326
+582,299
940
$21.6M 0.01%
427,799
-7,674
941
$21.6M 0.01%
315,177
-85,520
942
$21.5M 0.01%
563,538
+177,493
943
$21.5M 0.01%
661,918
+13,644
944
$21.5M 0.01%
279,502
-23,020
945
$21.4M 0.01%
675,011
-367,898
946
$21.4M 0.01%
436,367
+259,062
947
$21.4M 0.01%
19,642
+1,337
948
$21.4M 0.01%
223,892
+52,291
949
$21.4M 0.01%
1,424,491
+26,192
950
$21.3M 0.01%
634,530
-4,650
36 37
38
39 40