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
2276
$2.71M ﹤0.01%
213,199
+52,038
2277
$2.7M ﹤0.01%
211,208
+21,966
2278
$2.7M ﹤0.01%
22,114
+10,563
2279
$2.7M ﹤0.01%
96,902
-3,777
2280
$2.69M ﹤0.01%
90,920
-6,811
2281
$2.69M ﹤0.01%
100,030
-19,045
2282
$2.69M ﹤0.01%
100,452
+70,292
2283
$2.68M ﹤0.01%
56,964
+570
2284
$2.68M ﹤0.01%
71,495
+28,858
2285
$2.68M ﹤0.01%
31,759
-11,859
2286
$2.67M ﹤0.01%
482,295
-97,357
2287
$2.66M ﹤0.01%
22,723
+10,062
2288
$2.66M ﹤0.01%
273,409
+58,081
2289
$2.66M ﹤0.01%
134,173
+14,153
2290
$2.65M ﹤0.01%
166,335
-32,169
2291
$2.65M ﹤0.01%
75,725
+74,783
2292
$2.65M ﹤0.01%
99,547
-14,818
2293
$2.64M ﹤0.01%
287,014
+18,876
2294
$2.64M ﹤0.01%
192,581
+66,572
2295
$2.63M ﹤0.01%
20,480
-1,831
2296
$2.63M ﹤0.01%
166,584
+161,876
2297
$2.62M ﹤0.01%
30,127
+5,073
2298
$2.62M ﹤0.01%
57,844
+1,543
2299
$2.61M ﹤0.01%
86,977
-7,935
2300
$2.61M ﹤0.01%
29,134
-6,788
90 91
92
93 94