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
1176
$14M 0.01%
1,535,378
+7,138
1177
$14M 0.01%
218,829
-40,052
1178
$14M 0.01%
937,093
-22,666
1179
$14M 0.01%
541,620
-71,132
1180
$14M 0.01%
1,517,758
-116,218
1181
$14M 0.01%
147,884
+48,188
1182
$14M 0.01%
442,205
-6,478
1183
$13.9M 0.01%
392,357
-37,538
1184
$13.9M 0.01%
97,400
-68,069
1185
$13.9M 0.01%
371,628
-79,300
1186
$13.9M 0.01%
174,885
+80,799
1187
$13.9M 0.01%
721,210
-56,460
1188
$13.9M 0.01%
663,982
+422
1189
$13.9M 0.01%
332,030
+212,618
1190
$13.9M 0.01%
250,770
-78,522
1191
$13.8M 0.01%
261,598
+3,414
1192
$13.8M 0.01%
293,678
+98,644
1193
$13.8M 0.01%
222,322
-35,306
1194
$13.8M 0.01%
298,416
+80,902
1195
$13.8M 0.01%
284,833
+2,524
1196
$13.8M 0.01%
1,279,066
+3,220
1197
$13.7M 0.01%
306,599
+1,617
1198
$13.7M 0.01%
990,541
+21,409
1199
$13.6M 0.01%
304,031
+144,162
1200
$13.6M 0.01%
551,371
+70,153
46 47
48
49 50