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
1901
$4.38M ﹤0.01%
28,412
-3,554
1902
$4.37M ﹤0.01%
63,353
-23,575
1903
$4.37M ﹤0.01%
47,644
+30,490
1904
$4.36M ﹤0.01%
95,526
+6,069
1905
$4.36M ﹤0.01%
55,320
-7,581
1906
$4.36M ﹤0.01%
159,464
-146,123
1907
$4.34M ﹤0.01%
84,093
-1,910
1908
$4.34M ﹤0.01%
+48,902
1909
$4.33M ﹤0.01%
251,369
+91
1910
$4.32M ﹤0.01%
157,391
+26,181
1911
$4.31M ﹤0.01%
827,613
+10,816
1912
$4.29M ﹤0.01%
47,999
-3,875
1913
$4.29M ﹤0.01%
151,714
-31,706
1914
$4.29M ﹤0.01%
131,019
-7,016
1915
$4.29M ﹤0.01%
90,197
-9,305
1916
$4.29M ﹤0.01%
141,595
+15,161
1917
$4.28M ﹤0.01%
371,163
-22,781
1918
$4.28M ﹤0.01%
189,850
+119,977
1919
$4.27M ﹤0.01%
67,673
-3,143
1920
$4.27M ﹤0.01%
60,798
-5,176
1921
$4.26M ﹤0.01%
140,990
+51,209
1922
$4.26M ﹤0.01%
204,173
-44,101
1923
$4.25M ﹤0.01%
+466,785
1924
$4.24M ﹤0.01%
85,046
+3,014
1925
$4.24M ﹤0.01%
34,119
-7,267
75 76
77
78 79