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
2626
$1.95M ﹤0.01%
381,131
+293,974
2627
$1.95M ﹤0.01%
190,776
+97,928
2628
$1.94M ﹤0.01%
62,580
+643
2629
$1.93M ﹤0.01%
29,173
+5,102
2630
$1.93M ﹤0.01%
35,331
+8,656
2631
$1.93M ﹤0.01%
26,370
+24,266
2632
$1.93M ﹤0.01%
16,939
+4,692
2633
$1.92M ﹤0.01%
32,795
-43,218
2634
$1.92M ﹤0.01%
65,407
-36,028
2635
$1.92M ﹤0.01%
179,160
-17,118
2636
$1.92M ﹤0.01%
150,027
+35,946
2637
$1.92M ﹤0.01%
40,015
+541
2638
$1.92M ﹤0.01%
30,628
+7,667
2639
$1.92M ﹤0.01%
54,841
-5,264
2640
$1.91M ﹤0.01%
205,231
+26,101
2641
$1.91M ﹤0.01%
123,036
-30,839
2642
$1.9M ﹤0.01%
41,468
+28,917
2643
$1.9M ﹤0.01%
52,630
-1,623
2644
$1.9M ﹤0.01%
58,529
-13,737
2645
$1.89M ﹤0.01%
90,180
-158,660
2646
$1.89M ﹤0.01%
221,823
-626
2647
$1.89M ﹤0.01%
72,101
+4,486
2648
$1.89M ﹤0.01%
63,562
+40,560
2649
$1.89M ﹤0.01%
243,228
-86,716
2650
$1.88M ﹤0.01%
35,902
+10,467
104 105
106
107 108