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
2401
$2.29M ﹤0.01%
146,135
+40,024
2402
$2.29M ﹤0.01%
163,921
-7,922
2403
$2.29M ﹤0.01%
167,188
-14,110
2404
$2.29M ﹤0.01%
112,940
-11,820
2405
$2.28M ﹤0.01%
174,939
+169,896
2406
$2.28M ﹤0.01%
50,387
+10,962
2407
$2.28M ﹤0.01%
18,754
-20,851
2408
$2.27M ﹤0.01%
37,006
-2,474
2409
$2.27M ﹤0.01%
45,047
-22,982
2410
$2.27M ﹤0.01%
41,613
-345
2411
$2.26M ﹤0.01%
23,959
-15,381
2412
$2.26M ﹤0.01%
48,090
+8,424
2413
$2.25M ﹤0.01%
187,855
-19,562
2414
$2.25M ﹤0.01%
118,108
+95,572
2415
$2.25M ﹤0.01%
104,471
+9,303
2416
$2.25M ﹤0.01%
170,711
+32,788
2417
$2.25M ﹤0.01%
452,930
+337,320
2418
$2.24M ﹤0.01%
78,607
-20,575
2419
$2.24M ﹤0.01%
25,995
+591
2420
$2.23M ﹤0.01%
32,070
+2,653
2421
$2.23M ﹤0.01%
56,211
-45,998
2422
$2.22M ﹤0.01%
104,057
+34,651
2423
$2.22M ﹤0.01%
94,783
+7,314
2424
$2.21M ﹤0.01%
214,266
+142,991
2425
$2.21M ﹤0.01%
157,859
+44,887
95 96
97
98 99