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
2451
$2.13M ﹤0.01%
73,591
+19,842
2452
$2.13M ﹤0.01%
5,319
+1,345
2453
$2.13M ﹤0.01%
31,844
-55,304
2454
$2.13M ﹤0.01%
69,002
-215
2455
$2.13M ﹤0.01%
155,794
+9,940
2456
$2.13M ﹤0.01%
125,546
+15,911
2457
$2.12M ﹤0.01%
82,117
+4,568
2458
$2.12M ﹤0.01%
39,829
-198
2459
$2.12M ﹤0.01%
20,596
-604
2460
$2.12M ﹤0.01%
29,555
+3,199
2461
$2.12M ﹤0.01%
27,901
-10,985
2462
$2.12M ﹤0.01%
20,534
+17,510
2463
$2.11M ﹤0.01%
88,355
-227,389
2464
$2.11M ﹤0.01%
36,070
-7,099
2465
$2.1M ﹤0.01%
26,502
+2,908
2466
$2.1M ﹤0.01%
46,626
+37,324
2467
$2.1M ﹤0.01%
38,539
+2,238
2468
$2.09M ﹤0.01%
20,910
+14,841
2469
$2.09M ﹤0.01%
62,901
+16,843
2470
$2.09M ﹤0.01%
67,666
-2,094
2471
$2.08M ﹤0.01%
116,443
+37,388
2472
$2.08M ﹤0.01%
40,356
+12,884
2473
$2.08M ﹤0.01%
41,061
+3,155
2474
$2.08M ﹤0.01%
30,714
+16,269
2475
$2.07M ﹤0.01%
196,299
+33,808
97 98
99
100 101