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
2076
$3.46M ﹤0.01%
68,965
-26,018
2077
$3.46M ﹤0.01%
31,918
+22,200
2078
$3.46M ﹤0.01%
98,931
-2,045
2079
$3.45M ﹤0.01%
301,180
+11,658
2080
$3.44M ﹤0.01%
43,339
+8,006
2081
$3.44M ﹤0.01%
125,409
+40,989
2082
$3.44M ﹤0.01%
105,113
-17,015
2083
$3.44M ﹤0.01%
117,516
+33,432
2084
$3.44M ﹤0.01%
543,733
-73,655
2085
$3.43M ﹤0.01%
119,219
+2,991
2086
$3.43M ﹤0.01%
70,036
+53,174
2087
$3.43M ﹤0.01%
345,666
+92,167
2088
$3.42M ﹤0.01%
87,416
+85,927
2089
$3.42M ﹤0.01%
361,682
+47,950
2090
$3.42M ﹤0.01%
218,317
-9,350
2091
$3.41M ﹤0.01%
234,441
-58,567
2092
$3.41M ﹤0.01%
13,539
-7,010
2093
$3.41M ﹤0.01%
213,102
+20,743
2094
$3.41M ﹤0.01%
87,434
+64,773
2095
$3.41M ﹤0.01%
29,467
+2,909
2096
$3.4M ﹤0.01%
101,559
+9,303
2097
$3.4M ﹤0.01%
+288,007
2098
$3.4M ﹤0.01%
133,929
-10,247
2099
$3.38M ﹤0.01%
109,289
-3
2100
$3.38M ﹤0.01%
73,746
-62,691
82 83
84
85 86