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
1926
$4.24M ﹤0.01%
181,063
+49,248
1927
$4.24M ﹤0.01%
52,738
+5,426
1928
$4.23M ﹤0.01%
36,786
-12,860
1929
$4.23M ﹤0.01%
135,358
+12,790
1930
$4.21M ﹤0.01%
200,958
+90,630
1931
$4.21M ﹤0.01%
70,515
+8,336
1932
$4.21M ﹤0.01%
58,235
+35,930
1933
$4.2M ﹤0.01%
65,762
+18,398
1934
$4.19M ﹤0.01%
153,169
-22,072
1935
$4.19M ﹤0.01%
44,598
-2,986
1936
$4.18M ﹤0.01%
66,910
+26,508
1937
$4.18M ﹤0.01%
107,207
-16,624
1938
$4.17M ﹤0.01%
293,749
-13,382
1939
$4.16M ﹤0.01%
102,724
-38,769
1940
$4.14M ﹤0.01%
156,110
+12,196
1941
$4.13M ﹤0.01%
190,400
-51,655
1942
$4.13M ﹤0.01%
137,389
+6,889
1943
$4.13M ﹤0.01%
47,751
+639
1944
$4.13M ﹤0.01%
126,578
+10,642
1945
$4.13M ﹤0.01%
301,881
-61,597
1946
$4.13M ﹤0.01%
548,105
-646,151
1947
$4.11M ﹤0.01%
27,680
+7,772
1948
$4.11M ﹤0.01%
35,435
+1,516
1949
$4.1M ﹤0.01%
654,993
+10,639
1950
$4.1M ﹤0.01%
121,632
-19,931
76 77
78
79 80