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
2226
$2.88M ﹤0.01%
2,553
-619
2227
$2.88M ﹤0.01%
204,924
+53,383
2228
$2.88M ﹤0.01%
139,807
+10,528
2229
$2.88M ﹤0.01%
43,319
+3,294
2230
$2.87M ﹤0.01%
65,942
+14,014
2231
$2.86M ﹤0.01%
169,864
+151,661
2232
$2.86M ﹤0.01%
36,413
-13,735
2233
$2.86M ﹤0.01%
528,761
+26,354
2234
$2.85M ﹤0.01%
235,007
+74,053
2235
$2.85M ﹤0.01%
41,021
+25,925
2236
$2.84M ﹤0.01%
47,917
+7,498
2237
$2.83M ﹤0.01%
53,707
-2,652
2238
$2.83M ﹤0.01%
71,789
+34,289
2239
$2.82M ﹤0.01%
188,492
+28,219
2240
$2.82M ﹤0.01%
385,337
-319,597
2241
$2.82M ﹤0.01%
62,471
-5,476
2242
$2.81M ﹤0.01%
27,258
+451
2243
$2.81M ﹤0.01%
91,041
-45,394
2244
$2.81M ﹤0.01%
165,203
+7,352
2245
$2.81M ﹤0.01%
32,238
-6,460
2246
$2.8M ﹤0.01%
69,876
+21,384
2247
$2.79M ﹤0.01%
160,234
+15,872
2248
$2.79M ﹤0.01%
134,116
+22,059
2249
$2.79M ﹤0.01%
65,187
-195,448
2250
$2.79M ﹤0.01%
201,524
-4,196,424
88 89
90
91 92