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
2651
$1.88M ﹤0.01%
78,157
-5,786
2652
$1.88M ﹤0.01%
21,442
+3,222
2653
$1.88M ﹤0.01%
28,137
-439
2654
$1.88M ﹤0.01%
65,893
+793
2655
$1.87M ﹤0.01%
32,623
+29,716
2656
$1.87M ﹤0.01%
118,699
-167,544
2657
$1.87M ﹤0.01%
55,579
-2,498
2658
$1.87M ﹤0.01%
13,132
-493
2659
$1.87M ﹤0.01%
136,530
-481,422
2660
$1.86M ﹤0.01%
44,987
+2,059
2661
$1.86M ﹤0.01%
24,210
+1,701
2662
$1.86M ﹤0.01%
42,630
-12,417
2663
$1.86M ﹤0.01%
25,604
-23,210
2664
$1.85M ﹤0.01%
10,412
+3,708
2665
$1.85M ﹤0.01%
50,928
+12,374
2666
$1.85M ﹤0.01%
152,816
+7,691
2667
$1.85M ﹤0.01%
78,738
-10,550
2668
$1.85M ﹤0.01%
21,846
+20,393
2669
$1.85M ﹤0.01%
151,093
-472,558
2670
$1.85M ﹤0.01%
183,231
-853,472
2671
$1.84M ﹤0.01%
58,094
+873
2672
$1.84M ﹤0.01%
531,194
-12,278
2673
$1.84M ﹤0.01%
30,604
+11,097
2674
$1.83M ﹤0.01%
79,470
+44,208
2675
$1.83M ﹤0.01%
124,355
-20,137
105 106
107
108 109