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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.87B
2
+$729M
3
+$209M
4
ALC icon
Alcon
ALC
+$183M
5
LIN icon
Linde
LIN
+$167M

Top Sells

1
+$927M
2
+$668M
3
+$559M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$535M
5
TSM icon
TSMC
TSM
+$336M

Sector Composition

1 Technology 15.53%
2 Financials 10.21%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.26M ﹤0.01%
90,700
+9,355
2477
$2.26M ﹤0.01%
219,579
+4,594
2478
$2.26M ﹤0.01%
97,300
-1,610
2479
$2.25M ﹤0.01%
52,425
+27,924
2480
$2.25M ﹤0.01%
191,963
+60,090
2481
$2.25M ﹤0.01%
28,128
-14,495
2482
$2.25M ﹤0.01%
117,712
+35,255
2483
$2.25M ﹤0.01%
187,067
+18,642
2484
$2.25M ﹤0.01%
210,902
+3,720
2485
$2.24M ﹤0.01%
54,654
+4,566
2486
$2.23M ﹤0.01%
183,105
+60,640
2487
$2.23M ﹤0.01%
165,670
+2,323
2488
$2.23M ﹤0.01%
95,419
+21,034
2489
$2.23M ﹤0.01%
51,951
+24,892
2490
$2.23M ﹤0.01%
65,604
-25,245
2491
$2.22M ﹤0.01%
14,178
-450
2492
$2.22M ﹤0.01%
63,902
+6,153
2493
$2.22M ﹤0.01%
86,276
-62,840
2494
$2.22M ﹤0.01%
64,742
+36,198
2495
$2.22M ﹤0.01%
74,378
+14,746
2496
$2.22M ﹤0.01%
45,566
+12,835
2497
$2.21M ﹤0.01%
46,532
+14,034
2498
$2.21M ﹤0.01%
106,666
-16,739
2499
$2.21M ﹤0.01%
188,802
-8,776
2500
$2.21M ﹤0.01%
180,784
-41,818
98 99
100
101 102