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
2176
$3.08M ﹤0.01%
59,987
-24,705
2177
$3.08M ﹤0.01%
5,775
-567
2178
$3.08M ﹤0.01%
95,767
+60
2179
$3.08M ﹤0.01%
48,003
-17,325
2180
$3.07M ﹤0.01%
648,450
+23,080
2181
$3.06M ﹤0.01%
163,357
+53,522
2182
$3.06M ﹤0.01%
68,415
-45,896
2183
$3.06M ﹤0.01%
160,909
+150,283
2184
$3.05M ﹤0.01%
232,231
+75,111
2185
$3.05M ﹤0.01%
68,491
+3,120
2186
$3.05M ﹤0.01%
90,002
-9,599
2187
$3.05M ﹤0.01%
55,864
-10,310
2188
$3.04M ﹤0.01%
34,882
+18,014
2189
$3.04M ﹤0.01%
99,705
+47,672
2190
$3.04M ﹤0.01%
52,379
2191
$3.03M ﹤0.01%
114,426
+59,812
2192
$3.03M ﹤0.01%
116,702
-22,196
2193
$3.02M ﹤0.01%
8,384
+525
2194
$3.02M ﹤0.01%
329,814
-21,869
2195
$3.02M ﹤0.01%
1,787,871
+14,829
2196
$3.01M ﹤0.01%
74,318
+68,708
2197
$3.01M ﹤0.01%
250,603
+1,900
2198
$3M ﹤0.01%
63,786
+8,297
2199
$3M ﹤0.01%
336,540
+7,080
2200
$3M ﹤0.01%
118,725
-44,982
86 87
88
89 90