UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
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
76
$679M 0.26%
3,938,899
-3,078
77
$647M 0.25%
15,080,042
-2,076,047
78
$641M 0.25%
7,458,621
+1,211,351
79
$629M 0.24%
5,760,954
+1,679,761
80
$624M 0.24%
11,578,407
+215,010
81
$617M 0.24%
13,771,768
+264,020
82
$612M 0.24%
21,188,213
-2,863,629
83
$606M 0.23%
6,001,284
-284,198
84
$604M 0.23%
4,545,868
-400,056
85
$600M 0.23%
9,727,706
+937,403
86
$583M 0.22%
5,406,416
+77,111
87
$579M 0.22%
141,135,000
+14,039,760
88
$573M 0.22%
12,902,947
+6,334,827
89
$571M 0.22%
3,876,320
-92,610
90
$568M 0.22%
6,498,411
-76,894
91
$561M 0.22%
6,696,736
-360,099
92
$560M 0.22%
4,955,829
-332,313
93
$556M 0.21%
2,634,830
-4,031
94
$551M 0.21%
8,762,600
-557,153
95
$543M 0.21%
4,718,515
+110,794
96
$526M 0.2%
44,753,760
+16,037,220
97
$526M 0.2%
9,942,618
+172,865
98
$521M 0.2%
3,589,317
-325,768
99
$514M 0.2%
3,279,645
-28,713
100
$507M 0.2%
18,380,517
-4,506,728
2 3
4
5 6