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
1251
$12.6M ﹤0.01%
1,053,736
-405,846
1252
$12.6M ﹤0.01%
268,907
+54,770
1253
$12.6M ﹤0.01%
320,463
+192,626
1254
$12.6M ﹤0.01%
138,446
-15,163
1255
$12.6M ﹤0.01%
89,139
-5,225
1256
$12.6M ﹤0.01%
171,006
+49,356
1257
$12.5M ﹤0.01%
281,793
+361
1258
$12.5M ﹤0.01%
197,987
+18,346
1259
$12.5M ﹤0.01%
591,999
+179,965
1260
$12.5M ﹤0.01%
514,332
+212,463
1261
$12.5M ﹤0.01%
333,503
+28,426
1262
$12.5M ﹤0.01%
178,827
-46,297
1263
$12.5M ﹤0.01%
900,735
+774,385
1264
$12.4M ﹤0.01%
686,127
+10,707
1265
$12.4M ﹤0.01%
258,803
+17,754
1266
$12.4M ﹤0.01%
305,645
-8,262
1267
$12.4M ﹤0.01%
65,706
-18,692
1268
$12.4M ﹤0.01%
438,368
-389,165
1269
$12.3M ﹤0.01%
127,250
-64,632
1270
$12.3M ﹤0.01%
298,167
-14,163
1271
$12.2M ﹤0.01%
181,571
-5,182
1272
$12.2M ﹤0.01%
2,788,240
-160,348
1273
$12.2M ﹤0.01%
289,977
+35,912
1274
$12.2M ﹤0.01%
427,058
+148,469
1275
$12.2M ﹤0.01%
1,088,349
+25,271
49 50
51
52 53