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
2526
$2.15M ﹤0.01%
39,774
+10,819
2527
$2.15M ﹤0.01%
56,708
+16,477
2528
$2.15M ﹤0.01%
54,466
+36,434
2529
$2.15M ﹤0.01%
109,501
-305,811
2530
$2.15M ﹤0.01%
172,810
+120,511
2531
$2.15M ﹤0.01%
141,124
+131,005
2532
$2.15M ﹤0.01%
89,901
+89,817
2533
$2.15M ﹤0.01%
145,582
+12,859
2534
$2.14M ﹤0.01%
127,946
+8,531
2535
$2.14M ﹤0.01%
116,296
+14,975
2536
$2.14M ﹤0.01%
129,571
+58,904
2537
$2.14M ﹤0.01%
36,960
-2,411
2538
$2.14M ﹤0.01%
87,165
+29,486
2539
$2.14M ﹤0.01%
227,536
-341,402
2540
$2.14M ﹤0.01%
121,251
-19,860
2541
$2.13M ﹤0.01%
105,922
+105,822
2542
$2.13M ﹤0.01%
31,772
-13,271
2543
$2.13M ﹤0.01%
47,318
+11,321
2544
$2.13M ﹤0.01%
77,125
+62,478
2545
$2.13M ﹤0.01%
33,027
+13,150
2546
$2.13M ﹤0.01%
85,792
-30,441
2547
$2.12M ﹤0.01%
107,142
+106,698
2548
$2.12M ﹤0.01%
18,614
+1,033
2549
$2.12M ﹤0.01%
444,713
+241,596
2550
$2.12M ﹤0.01%
100,202
+99,931
100 101
102
103 104