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
2301
$2.61M ﹤0.01%
38,308
-2,112
2302
$2.61M ﹤0.01%
45,310
+16,226
2303
$2.61M ﹤0.01%
23,211
-275,156
2304
$2.61M ﹤0.01%
75,796
+1,909
2305
$2.6M ﹤0.01%
102,414
-5,377
2306
$2.6M ﹤0.01%
86,673
+1,684
2307
$2.6M ﹤0.01%
187,110
-29,627
2308
$2.59M ﹤0.01%
93,865
+90,189
2309
$2.59M ﹤0.01%
49,109
+10,575
2310
$2.59M ﹤0.01%
32,017
+10,565
2311
$2.58M ﹤0.01%
204,681
+1,642
2312
$2.58M ﹤0.01%
163,245
+129,612
2313
$2.58M ﹤0.01%
472,699
-357
2314
$2.58M ﹤0.01%
362,173
+57,769
2315
$2.56M ﹤0.01%
141,156
+11,064
2316
$2.56M ﹤0.01%
16,258
-43,769
2317
$2.56M ﹤0.01%
24,744
+2,964
2318
$2.55M ﹤0.01%
59,598
+30,404
2319
$2.55M ﹤0.01%
84,008
+3,801
2320
$2.54M ﹤0.01%
40,081
+11,717
2321
$2.54M ﹤0.01%
213,194
-9,434
2322
$2.54M ﹤0.01%
48,365
+1,053
2323
$2.53M ﹤0.01%
25,990
+5,477
2324
$2.53M ﹤0.01%
50,862
+9,513
2325
$2.53M ﹤0.01%
116,563
-6,261
91 92
93
94 95