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
1226
$13.2M 0.01%
335,482
-451,172
1227
$13.2M 0.01%
226,039
+106,126
1228
$13.2M 0.01%
146,053
-634
1229
$13.2M 0.01%
2,051,651
+418,277
1230
$13.1M 0.01%
702,639
-6,501
1231
$13.1M 0.01%
169,165
-30,670
1232
$13.1M 0.01%
416,973
+38,261
1233
$13.1M 0.01%
159,108
-14,542
1234
$13.1M 0.01%
233,191
+50,683
1235
$13M 0.01%
173,824
+92,590
1236
$13M 0.01%
78,203
-948
1237
$12.9M 0.01%
130,925
-2,880
1238
$12.9M 0.01%
3,267,614
+231,580
1239
$12.9M 0.01%
507,177
-22,080
1240
$12.8M ﹤0.01%
371,366
+3,964
1241
$12.8M ﹤0.01%
602,191
+164,700
1242
$12.8M ﹤0.01%
986,822
+283,628
1243
$12.8M ﹤0.01%
691,701
-2,444
1244
$12.8M ﹤0.01%
114,941
-30,285
1245
$12.8M ﹤0.01%
148,879
-19,346
1246
$12.7M ﹤0.01%
166,137
+81,487
1247
$12.7M ﹤0.01%
+651,473
1248
$12.7M ﹤0.01%
315,637
+311,136
1249
$12.7M ﹤0.01%
726,643
-34,117
1250
$12.6M ﹤0.01%
862,300
+155,900
48 49
50
51 52