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
1951
$4.1M ﹤0.01%
134,167
+10,672
1952
$4.09M ﹤0.01%
63,456
-37,195
1953
$4.09M ﹤0.01%
187,854
-132,485
1954
$4.09M ﹤0.01%
852,228
+749,636
1955
$4.08M ﹤0.01%
76,308
-186,417
1956
$4.07M ﹤0.01%
55,179
-1,592,175
1957
$4.06M ﹤0.01%
147,718
+20,407
1958
$4.05M ﹤0.01%
32,335
-7,674
1959
$4.04M ﹤0.01%
153,124
+148,044
1960
$4.04M ﹤0.01%
33,826
-524
1961
$4.03M ﹤0.01%
178,912
+85,931
1962
$4.03M ﹤0.01%
17,616
+489
1963
$4.02M ﹤0.01%
71,497
+53,039
1964
$4.01M ﹤0.01%
53,063
-3,212
1965
$4M ﹤0.01%
308,778
-6,315
1966
$4M ﹤0.01%
135,141
+23,946
1967
$3.99M ﹤0.01%
65,889
+17,146
1968
$3.99M ﹤0.01%
295,692
+196,111
1969
$3.98M ﹤0.01%
285,829
+2,710
1970
$3.98M ﹤0.01%
42,813
+7,441
1971
$3.98M ﹤0.01%
356,669
-310,172
1972
$3.98M ﹤0.01%
120,343
+2,168
1973
$3.96M ﹤0.01%
54,432
+39,529
1974
$3.96M ﹤0.01%
64,469
+898
1975
$3.95M ﹤0.01%
95,736
+25,836
77 78
79
80 81