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
2426
$2.21M ﹤0.01%
100,791
+13,699
2427
$2.21M ﹤0.01%
17,183
-5,931
2428
$2.2M ﹤0.01%
164,481
+105,955
2429
$2.2M ﹤0.01%
171,826
+615
2430
$2.2M ﹤0.01%
30,221
-4,185
2431
$2.19M ﹤0.01%
23,434
+17,563
2432
$2.19M ﹤0.01%
105,044
-91,950
2433
$2.19M ﹤0.01%
19,639
-152
2434
$2.19M ﹤0.01%
118,831
-11,235
2435
$2.18M ﹤0.01%
91,589
-99,552
2436
$2.18M ﹤0.01%
135,316
+118,607
2437
$2.17M ﹤0.01%
212,690
+785
2438
$2.17M ﹤0.01%
16,628
+4,373
2439
$2.16M ﹤0.01%
95,503
-9,697
2440
$2.16M ﹤0.01%
288,225
-14,850
2441
$2.16M ﹤0.01%
216,677
+21,822
2442
$2.15M ﹤0.01%
108,381
+14,758
2443
$2.15M ﹤0.01%
282,046
+52,492
2444
$2.15M ﹤0.01%
68,233
-835,748
2445
$2.15M ﹤0.01%
36,679
+20,276
2446
$2.14M ﹤0.01%
49,080
+160
2447
$2.14M ﹤0.01%
21,434
+7,082
2448
$2.14M ﹤0.01%
46,171
-16,938
2449
$2.14M ﹤0.01%
89,111
-201,289
2450
$2.14M ﹤0.01%
86,697
+67,107
96 97
98
99 100