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
2001
$3.81M ﹤0.01%
108,978
+17,322
2002
$3.8M ﹤0.01%
131,916
+40,216
2003
$3.8M ﹤0.01%
251,196
+39,460
2004
$3.8M ﹤0.01%
42,070
+11,850
2005
$3.8M ﹤0.01%
78,873
+17,506
2006
$3.79M ﹤0.01%
123,578
+30,239
2007
$3.79M ﹤0.01%
270,186
-60,428
2008
$3.79M ﹤0.01%
375,632
-83,940
2009
$3.78M ﹤0.01%
104,863
+96,389
2010
$3.77M ﹤0.01%
137,350
+32,344
2011
$3.77M ﹤0.01%
55,245
-16,044
2012
$3.77M ﹤0.01%
124,562
-51,786
2013
$3.76M ﹤0.01%
43,183
-1,611
2014
$3.76M ﹤0.01%
24,362
-22,379
2015
$3.76M ﹤0.01%
44,993
+16,548
2016
$3.75M ﹤0.01%
+326,234
2017
$3.75M ﹤0.01%
71,258
+47,444
2018
$3.75M ﹤0.01%
51,618
+3,117
2019
$3.73M ﹤0.01%
92,539
-374
2020
$3.72M ﹤0.01%
464,705
+325,210
2021
$3.71M ﹤0.01%
139,284
+4,303
2022
$3.71M ﹤0.01%
162,245
+48,291
2023
$3.7M ﹤0.01%
40,199
+874
2024
$3.69M ﹤0.01%
68,228
+15,323
2025
$3.69M ﹤0.01%
83,119
-3,430
79 80
81
82 83