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
2251
$2.78M ﹤0.01%
23,889
+8,435
2252
$2.78M ﹤0.01%
49,001
-4,645
2253
$2.77M ﹤0.01%
259,783
+114,242
2254
$2.77M ﹤0.01%
137,852
+5,692
2255
$2.77M ﹤0.01%
77,151
+12,142
2256
$2.76M ﹤0.01%
175,537
+108,508
2257
$2.76M ﹤0.01%
52,994
+2,706
2258
$2.75M ﹤0.01%
104,362
+26,095
2259
$2.75M ﹤0.01%
158,631
+99,538
2260
$2.75M ﹤0.01%
32,996
+1,527
2261
$2.75M ﹤0.01%
130,656
+53,117
2262
$2.74M ﹤0.01%
212,763
-92
2263
$2.74M ﹤0.01%
56,176
-66,763
2264
$2.74M ﹤0.01%
80,505
+40
2265
$2.74M ﹤0.01%
788,102
-377,648
2266
$2.74M ﹤0.01%
216,093
+52,413
2267
$2.73M ﹤0.01%
167,923
-22,656
2268
$2.73M ﹤0.01%
43,776
+6,425
2269
$2.73M ﹤0.01%
46,827
+63
2270
$2.72M ﹤0.01%
146,752
-213,151
2271
$2.72M ﹤0.01%
226,022
+7,055
2272
$2.72M ﹤0.01%
173,101
-23,017
2273
$2.71M ﹤0.01%
144,735
-6,399
2274
$2.71M ﹤0.01%
104,076
+229
2275
$2.71M ﹤0.01%
60,692
+763
89 90
91
92 93