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
1876
$4.53M ﹤0.01%
+233,707
1877
$4.53M ﹤0.01%
83,462
-5,481
1878
$4.51M ﹤0.01%
126,126
-6,014
1879
$4.51M ﹤0.01%
25,900
+2,942
1880
$4.51M ﹤0.01%
144,054
+98,521
1881
$4.51M ﹤0.01%
155,770
+44,057
1882
$4.5M ﹤0.01%
176,384
+28,786
1883
$4.5M ﹤0.01%
75,943
+51,730
1884
$4.5M ﹤0.01%
82,523
+53,306
1885
$4.49M ﹤0.01%
268,080
-1,329
1886
$4.48M ﹤0.01%
26,873
+3,504
1887
$4.47M ﹤0.01%
184,645
-6,022
1888
$4.47M ﹤0.01%
199,592
-20,726
1889
$4.47M ﹤0.01%
39,938
-39,135
1890
$4.47M ﹤0.01%
116,636
-9,081
1891
$4.45M ﹤0.01%
97,091
+9,520
1892
$4.44M ﹤0.01%
91,375
-32,708
1893
$4.43M ﹤0.01%
120,549
+87,879
1894
$4.41M ﹤0.01%
31,095
-3,531
1895
$4.41M ﹤0.01%
380,557
-9,519
1896
$4.38M ﹤0.01%
727,276
-61,253
1897
$4.38M ﹤0.01%
275,279
-14,575
1898
$4.38M ﹤0.01%
149,629
+2,177
1899
$4.38M ﹤0.01%
+217,800
1900
$4.38M ﹤0.01%
279,602
+28,614
74 75
76
77 78