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
2201
$2.99M ﹤0.01%
257,575
-113
2202
$2.99M ﹤0.01%
27,462
+2,082
2203
$2.98M ﹤0.01%
949,456
+117,036
2204
$2.97M ﹤0.01%
+65,685
2205
$2.97M ﹤0.01%
119,152
-3,983
2206
$2.97M ﹤0.01%
152,937
+2,304
2207
$2.97M ﹤0.01%
32,710
-22,128
2208
$2.96M ﹤0.01%
59,970
+34,040
2209
$2.96M ﹤0.01%
72,910
+23,943
2210
$2.95M ﹤0.01%
716,266
-235,881
2211
$2.95M ﹤0.01%
28,053
+6,821
2212
$2.94M ﹤0.01%
44,460
-1,764
2213
$2.94M ﹤0.01%
44,912
+16,541
2214
$2.94M ﹤0.01%
40,694
+4,289
2215
$2.93M ﹤0.01%
58,446
+40,315
2216
$2.93M ﹤0.01%
44,802
-1,077
2217
$2.93M ﹤0.01%
143,317
+7,066
2218
$2.93M ﹤0.01%
101,978
+5,624
2219
$2.92M ﹤0.01%
314,345
-66,025
2220
$2.92M ﹤0.01%
117,846
-10,434
2221
$2.91M ﹤0.01%
219,128
+44,054
2222
$2.9M ﹤0.01%
86,605
-72,882
2223
$2.9M ﹤0.01%
153,419
+106,854
2224
$2.89M ﹤0.01%
58,298
+3,953
2225
$2.89M ﹤0.01%
34,378
+5,491
87 88
89
90 91