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
101
$495M 0.19%
15,890,989
-2,493,777
102
$494M 0.19%
17,166,060
+2,451,840
103
$485M 0.19%
11,328,145
+722,084
104
$483M 0.19%
5,508,111
-2,646,440
105
$480M 0.19%
2,623,550
+212,331
106
$479M 0.18%
1,809,574
-408,111
107
$477M 0.18%
4,280,541
+93,351
108
$472M 0.18%
13,507,688
-274,049
109
$470M 0.18%
3,486,799
+25,493
110
$464M 0.18%
2,519,816
+104,407
111
$457M 0.18%
5,280,290
+248,020
112
$457M 0.18%
3,463,423
-99,291
113
$456M 0.18%
3,003,331
-485,985
114
$455M 0.18%
18,485,655
+421,965
115
$454M 0.17%
8,328,780
+2,404,427
116
$451M 0.17%
5,829,845
+365,788
117
$437M 0.17%
1,232,736
+58,338
118
$436M 0.17%
5,995,229
-212,821
119
$434M 0.17%
5,555,941
-2,143,088
120
$429M 0.17%
3,218,587
+406,156
121
$426M 0.16%
1,158,401
+97,547
122
$410M 0.16%
3,579,646
-618,630
123
$407M 0.16%
11,056,542
-470,451
124
$406M 0.16%
2,800,994
-240,410
125
$403M 0.16%
9,841,282
+9,839,350
3 4
5
6 7