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
2551
$2.12M ﹤0.01%
97,212
+35,542
2552
$2.12M ﹤0.01%
95,413
+95,087
2553
$2.11M ﹤0.01%
94,025
+91,730
2554
$2.11M ﹤0.01%
82,866
+841
2555
$2.11M ﹤0.01%
30,796
-71,445
2556
$2.11M ﹤0.01%
78,843
-98,741
2557
$2.11M ﹤0.01%
111,561
+17,162
2558
$2.1M ﹤0.01%
270,963
-73,353
2559
$2.1M ﹤0.01%
121,956
+26,428
2560
$2.1M ﹤0.01%
127,482
-11,099
2561
$2.1M ﹤0.01%
546,102
-399,586
2562
$2.1M ﹤0.01%
169,213
+8,744
2563
$2.1M ﹤0.01%
131,342
+1,790
2564
$2.1M ﹤0.01%
139,280
-124,644
2565
$2.09M ﹤0.01%
28,236
+945
2566
$2.09M ﹤0.01%
28,267
+18,378
2567
$2.09M ﹤0.01%
67,366
-1,746
2568
$2.09M ﹤0.01%
11,112
-12,784
2569
$2.08M ﹤0.01%
17,476
-15,942
2570
$2.08M ﹤0.01%
458,439
+58,799
2571
$2.07M ﹤0.01%
71,715
-54,051
2572
$2.06M ﹤0.01%
30,087
+2,831
2573
$2.06M ﹤0.01%
102,724
+46,237
2574
$2.06M ﹤0.01%
205,221
-41,393
2575
$2.06M ﹤0.01%
325,159
-54,744
101 102
103
104 105