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
1201
$13.6M 0.01%
183,281
+95,906
1202
$13.6M 0.01%
405,635
+61,680
1203
$13.6M 0.01%
219,863
-17,632
1204
$13.6M 0.01%
541,878
+18,416
1205
$13.6M 0.01%
193,295
+116,423
1206
$13.5M 0.01%
287,804
+102,659
1207
$13.5M 0.01%
263,094
+214,244
1208
$13.5M 0.01%
686,035
-47,529
1209
$13.4M 0.01%
68,836
-92,837
1210
$13.4M 0.01%
644,013
+143,736
1211
$13.4M 0.01%
199,989
-43,781
1212
$13.4M 0.01%
1,284,952
-30,544
1213
$13.4M 0.01%
615,434
-282,045
1214
$13.4M 0.01%
706,944
+30,925
1215
$13.3M 0.01%
147,147
+62,665
1216
$13.3M 0.01%
126,101
+759
1217
$13.3M 0.01%
162,647
-3,026
1218
$13.3M 0.01%
505,807
+22,997
1219
$13.3M 0.01%
160,728
-35,795
1220
$13.3M 0.01%
293,071
+52,643
1221
$13.2M 0.01%
405,118
-11,221
1222
$13.2M 0.01%
788,578
+98,053
1223
$13.2M 0.01%
354,494
+52,187
1224
$13.2M 0.01%
1,579,372
-176,135
1225
$13.2M 0.01%
557,889
-61,453
47 48
49
50 51