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
2601
$2M ﹤0.01%
34,613
+6,120
2602
$1.99M ﹤0.01%
116,154
-179,107
2603
$1.99M ﹤0.01%
504,371
-194,552
2604
$1.99M ﹤0.01%
15,110
-7,739
2605
$1.99M ﹤0.01%
155,902
-5,654
2606
$1.98M ﹤0.01%
3,331
+342
2607
$1.98M ﹤0.01%
184,999
-17,484
2608
$1.98M ﹤0.01%
40,209
-5,487
2609
$1.98M ﹤0.01%
298,116
-33,392
2610
$1.98M ﹤0.01%
215,066
+128,864
2611
$1.98M ﹤0.01%
60,920
-10,754
2612
$1.97M ﹤0.01%
168,796
-53,367
2613
$1.97M ﹤0.01%
33,828
+6,152
2614
$1.97M ﹤0.01%
28,137
+5,119
2615
$1.97M ﹤0.01%
44,252
+17,221
2616
$1.97M ﹤0.01%
85,835
-6,250
2617
$1.97M ﹤0.01%
25,849
-278
2618
$1.97M ﹤0.01%
35,547
+22,503
2619
$1.97M ﹤0.01%
177,684
-12,986
2620
$1.97M ﹤0.01%
48,889
-5,149
2621
$1.96M ﹤0.01%
69,081
-11,253
2622
$1.96M ﹤0.01%
33,350
+11,907
2623
$1.96M ﹤0.01%
29,296
-5,794
2624
$1.96M ﹤0.01%
+94,738
2625
$1.95M ﹤0.01%
26,006
+15,214
103 104
105
106 107