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
951
$21.3M 0.01%
435,448
-89,086
952
$21.2M 0.01%
1,468,722
+6,293
953
$21.2M 0.01%
179,844
+55,274
954
$21.2M 0.01%
596,731
+16,301
955
$21.1M 0.01%
206,298
+393
956
$21.1M 0.01%
124,033
-6,358
957
$21M 0.01%
74,870
-6,021
958
$21M 0.01%
714,134
+11,682
959
$21M 0.01%
1,202,717
-69,715
960
$20.9M 0.01%
256,928
+3,573
961
$20.9M 0.01%
182,646
-174,254
962
$20.8M 0.01%
394,287
+46,687
963
$20.8M 0.01%
979,443
-102,036
964
$20.8M 0.01%
553,337
-10,610
965
$20.8M 0.01%
485,297
+122,697
966
$20.8M 0.01%
340,544
+148,104
967
$20.8M 0.01%
141,675
+13,796
968
$20.7M 0.01%
6,146
-3,150
969
$20.7M 0.01%
560,474
+46,719
970
$20.7M 0.01%
621,363
+131,460
971
$20.6M 0.01%
153,906
+23,003
972
$20.6M 0.01%
1,343,532
+576,023
973
$20.5M 0.01%
250,758
+1,609
974
$20.4M 0.01%
555,701
+28,340
975
$20.4M 0.01%
549,704
+226,440
37 38
39
40 41