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
2351
$2.43M ﹤0.01%
326,231
-74,305
2352
$2.43M ﹤0.01%
40,413
-512
2353
$2.43M ﹤0.01%
110,301
-6,787
2354
$2.42M ﹤0.01%
253,656
+28,572
2355
$2.42M ﹤0.01%
20,189
+13,594
2356
$2.42M ﹤0.01%
121,357
+89,122
2357
$2.41M ﹤0.01%
59,617
+12,267
2358
$2.41M ﹤0.01%
160,761
+11,991
2359
$2.4M ﹤0.01%
74,093
+71,609
2360
$2.4M ﹤0.01%
166,766
-16,298
2361
$2.4M ﹤0.01%
22,761
+60
2362
$2.39M ﹤0.01%
247,813
-25,395
2363
$2.39M ﹤0.01%
241,979
-2,758
2364
$2.38M ﹤0.01%
443,009
+5,665
2365
$2.38M ﹤0.01%
14,782
+3,965
2366
$2.38M ﹤0.01%
215,490
-6,230
2367
$2.38M ﹤0.01%
205,399
-5,780
2368
$2.38M ﹤0.01%
290,696
+31,712
2369
$2.37M ﹤0.01%
178,461
+2,010
2370
$2.37M ﹤0.01%
53,182
-31,779
2371
$2.37M ﹤0.01%
97,784
+93,525
2372
$2.37M ﹤0.01%
165,645
+162,838
2373
$2.36M ﹤0.01%
546,696
+546,566
2374
$2.36M ﹤0.01%
46,380
-47,414
2375
$2.35M ﹤0.01%
91,688
-68,178
93 94
95
96 97