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
2726
$1.72M ﹤0.01%
791,229
+172,257
2727
$1.71M ﹤0.01%
79,910
+50,856
2728
$1.71M ﹤0.01%
175,778
-2,585
2729
$1.71M ﹤0.01%
46,620
-13,800
2730
$1.71M ﹤0.01%
56,248
+2,920
2731
$1.7M ﹤0.01%
39,481
+4,879
2732
$1.7M ﹤0.01%
84,552
-39,836
2733
$1.7M ﹤0.01%
78,104
+12,664
2734
$1.7M ﹤0.01%
42,062
-36,562
2735
$1.7M ﹤0.01%
27,342
+5,000
2736
$1.7M ﹤0.01%
25,932
-2,495
2737
$1.7M ﹤0.01%
94,731
+13,057
2738
$1.69M ﹤0.01%
24,450
+12,658
2739
$1.69M ﹤0.01%
402,893
-523,416
2740
$1.69M ﹤0.01%
41,267
+7,398
2741
$1.69M ﹤0.01%
312,780
+11,875
2742
$1.69M ﹤0.01%
11,378
+2,051
2743
$1.69M ﹤0.01%
65,102
+51,427
2744
$1.68M ﹤0.01%
27,171
-3,851
2745
$1.68M ﹤0.01%
85,360
+16,260
2746
$1.68M ﹤0.01%
21,202
+1,354
2747
$1.68M ﹤0.01%
42,600
-10,797
2748
$1.68M ﹤0.01%
10,542
+5,241
2749
$1.68M ﹤0.01%
87,103
-12,187
2750
$1.67M ﹤0.01%
178,059
-46,975
108 109
110
111 112