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
2326
$2.53M ﹤0.01%
154,323
+13,187
2327
$2.52M ﹤0.01%
26,048
-80
2328
$2.52M ﹤0.01%
102,050
+97,592
2329
$2.52M ﹤0.01%
276,592
+36,325
2330
$2.51M ﹤0.01%
55,882
+9,480
2331
$2.51M ﹤0.01%
5,983
+5,401
2332
$2.51M ﹤0.01%
181,022
+174,477
2333
$2.51M ﹤0.01%
88,729
-2,315
2334
$2.5M ﹤0.01%
235,506
+64,821
2335
$2.5M ﹤0.01%
92,805
-44,389
2336
$2.5M ﹤0.01%
49,543
-22,453
2337
$2.5M ﹤0.01%
305,374
-42,084
2338
$2.49M ﹤0.01%
89,646
+2,764
2339
$2.49M ﹤0.01%
82,678
+80,057
2340
$2.49M ﹤0.01%
46,102
+3,218
2341
$2.49M ﹤0.01%
105,019
+4,655
2342
$2.48M ﹤0.01%
27,100
-885
2343
$2.47M ﹤0.01%
51,372
-10,021
2344
$2.47M ﹤0.01%
+90,906
2345
$2.47M ﹤0.01%
17,380
+4,716
2346
$2.47M ﹤0.01%
28,687
-15,886
2347
$2.46M ﹤0.01%
202,869
+129,799
2348
$2.45M ﹤0.01%
309,036
-6,823
2349
$2.45M ﹤0.01%
38,748
+38,045
2350
$2.44M ﹤0.01%
81,978
+72,959
92 93
94
95 96