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
1576
$7.21M ﹤0.01%
148,740
+35,951
1577
$7.2M ﹤0.01%
269,078
-22,067
1578
$7.18M ﹤0.01%
42,078
+4,221
1579
$7.18M ﹤0.01%
182,477
+31,402
1580
$7.18M ﹤0.01%
124,092
+83,536
1581
$7.17M ﹤0.01%
273,532
+139,565
1582
$7.15M ﹤0.01%
181,732
+86,675
1583
$7.14M ﹤0.01%
112,023
+17,669
1584
$7.14M ﹤0.01%
167,332
+37,724
1585
$7.13M ﹤0.01%
202,522
-7,036
1586
$7.13M ﹤0.01%
97,968
+3,831
1587
$7.13M ﹤0.01%
172,660
+10,932
1588
$7.12M ﹤0.01%
359,759
-43,260
1589
$7.12M ﹤0.01%
217,789
+14,996
1590
$7.11M ﹤0.01%
148,803
+41,435
1591
$7.09M ﹤0.01%
175,412
-11,186
1592
$7.06M ﹤0.01%
92,794
+11,321
1593
$7.03M ﹤0.01%
231,360
+146,442
1594
$7.03M ﹤0.01%
122,240
-58,020
1595
$7.02M ﹤0.01%
306,451
+218,462
1596
$6.99M ﹤0.01%
87,820
+35,047
1597
$6.98M ﹤0.01%
58,776
+10,554
1598
$6.98M ﹤0.01%
429,831
+387,202
1599
$6.96M ﹤0.01%
608,734
-6,333
1600
$6.95M ﹤0.01%
+248,195
62 63
64
65 66