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
976
$20.4M 0.01%
396,851
+86,388
977
$20.3M 0.01%
885,645
+18,507
978
$20.3M 0.01%
468,600
-59,592
979
$20.2M 0.01%
2,051,198
+152,229
980
$20M 0.01%
237,088
+40,604
981
$19.9M 0.01%
1,091,815
+228,776
982
$19.9M 0.01%
1,091,931
-24,086
983
$19.8M 0.01%
400,362
-152,370
984
$19.8M 0.01%
442,829
+317,868
985
$19.8M 0.01%
300,973
+132,944
986
$19.8M 0.01%
96,111
-91,135
987
$19.8M 0.01%
3,342,000
+214,750
988
$19.7M 0.01%
476,011
+91,168
989
$19.6M 0.01%
446,633
+148,237
990
$19.6M 0.01%
1,485,619
-103,104
991
$19.6M 0.01%
611,724
+5,009
992
$19.6M 0.01%
920,483
+7,557
993
$19.5M 0.01%
466,550
-240,912
994
$19.5M 0.01%
3,427,982
+2,755,871
995
$19.4M 0.01%
151,194
+78,865
996
$19.4M 0.01%
759,747
-94,257
997
$19.1M 0.01%
330,502
-32,078
998
$19.1M 0.01%
504,710
+150,589
999
$19.1M 0.01%
1,442,599
+562,646
1000
$19M 0.01%
298,698
+32,263
38 39
40
41 42