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
2376
$2.35M ﹤0.01%
119,306
+3,701
2377
$2.35M ﹤0.01%
19,640
-7,244
2378
$2.35M ﹤0.01%
41,726
-44,465
2379
$2.35M ﹤0.01%
58,584
-25,108
2380
$2.34M ﹤0.01%
52,506
+5,697
2381
$2.34M ﹤0.01%
96,351
+7,088
2382
$2.34M ﹤0.01%
54,239
-102,304
2383
$2.33M ﹤0.01%
44,209
+4,117
2384
$2.33M ﹤0.01%
41,915
+38,608
2385
$2.33M ﹤0.01%
144,692
+3,863
2386
$2.33M ﹤0.01%
76,028
+3,920
2387
$2.33M ﹤0.01%
33,116
+28,836
2388
$2.33M ﹤0.01%
169,215
+37,520
2389
$2.33M ﹤0.01%
+14,484
2390
$2.32M ﹤0.01%
155,417
+57,877
2391
$2.32M ﹤0.01%
135,142
+53,259
2392
$2.32M ﹤0.01%
1,478,391
-101,826
2393
$2.32M ﹤0.01%
48,128
+20,824
2394
$2.32M ﹤0.01%
45,963
-86,013
2395
$2.32M ﹤0.01%
43,221
+1,397
2396
$2.32M ﹤0.01%
29,600
-714
2397
$2.31M ﹤0.01%
62,583
+3,545
2398
$2.3M ﹤0.01%
84,768
+76,029
2399
$2.3M ﹤0.01%
184,973
+13,131
2400
$2.29M ﹤0.01%
248,530
-53,395
94 95
96
97 98