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
126
$403M 0.16%
3,900,201
+679,035
127
$399M 0.15%
3,925,426
+55,190
128
$385M 0.15%
4,154,132
-479,930
129
$384M 0.15%
6,879,063
+98,832
130
$377M 0.15%
3,236,026
+18,979
131
$374M 0.14%
5,344,160
-804,616
132
$373M 0.14%
7,891,700
-364,930
133
$372M 0.14%
2,185,558
-495,217
134
$369M 0.14%
12,734,053
+104,004
135
$363M 0.14%
6,587,910
-832,020
136
$363M 0.14%
5,670,200
+283,790
137
$361M 0.14%
6,615,346
+4,648,690
138
$361M 0.14%
4,289,408
+105,688
139
$346M 0.13%
3,056,245
-1,696,651
140
$341M 0.13%
7,528,465
+2,080,097
141
$340M 0.13%
10,549,813
+78,614
142
$337M 0.13%
1,269,036
+140,656
143
$337M 0.13%
5,919,980
-91,442
144
$331M 0.13%
15,228,137
+14,520,856
145
$331M 0.13%
3,903,576
+35,022
146
$329M 0.13%
3,924,520
-28,215
147
$325M 0.13%
6,862,529
-857,100
148
$324M 0.12%
4,798,286
+23,980
149
$315M 0.12%
12,919,689
-925,925
150
$310M 0.12%
3,946,677
+17,897
4 5
6
7 8