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
1001
$19M 0.01%
1,275,105
+5,955
1002
$19M 0.01%
1,268,773
+11,199
1003
$19M 0.01%
84,396
-70,092
1004
$18.8M 0.01%
1,496,460
+29,375
1005
$18.8M 0.01%
588,465
+29,529
1006
$18.8M 0.01%
463,473
+26,097
1007
$18.7M 0.01%
340,783
-20,405
1008
$18.7M 0.01%
231,322
-24,320
1009
$18.7M 0.01%
1,162,552
-4,110
1010
$18.6M 0.01%
587,045
-787,303
1011
$18.6M 0.01%
107,738
+14,679
1012
$18.6M 0.01%
945,200
+191,474
1013
$18.5M 0.01%
403,310
-60,609
1014
$18.5M 0.01%
295,741
-21,745
1015
$18.5M 0.01%
563,191
-19,181
1016
$18.5M 0.01%
872,431
+26,598
1017
$18.5M 0.01%
521,847
+50,016
1018
$18.5M 0.01%
130,844
-33,560
1019
$18.4M 0.01%
144,425
-41,845
1020
$18.3M 0.01%
596,600
+6,267
1021
$18.3M 0.01%
677,440
+123,909
1022
$18.3M 0.01%
333,920
+4,330
1023
$18.2M 0.01%
277,508
+123,336
1024
$18.2M 0.01%
311,299
-5,319
1025
$17.9M 0.01%
541,795
-29,957
39 40
41
42 43