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
2751
$1.67M ﹤0.01%
45,209
-89,196
2752
$1.67M ﹤0.01%
40,351
-1,065
2753
$1.67M ﹤0.01%
18,544
-274
2754
$1.67M ﹤0.01%
38,728
+781
2755
$1.66M ﹤0.01%
155,394
-4,852
2756
$1.66M ﹤0.01%
126,990
+24,111
2757
$1.66M ﹤0.01%
28,120
-4,544
2758
$1.66M ﹤0.01%
61,522
-116,818
2759
$1.66M ﹤0.01%
45,596
+3,356
2760
$1.66M ﹤0.01%
110,084
-32,245
2761
$1.66M ﹤0.01%
1,519,419
+152,725
2762
$1.66M ﹤0.01%
53,383
+21,544
2763
$1.65M ﹤0.01%
123,148
-83,170
2764
$1.65M ﹤0.01%
144,971
+33,522
2765
$1.65M ﹤0.01%
36,988
-18,217
2766
$1.65M ﹤0.01%
36,876
+10,795
2767
$1.64M ﹤0.01%
89,718
+47,093
2768
$1.64M ﹤0.01%
15,777
+1,677
2769
$1.64M ﹤0.01%
154,915
-92,687
2770
$1.63M ﹤0.01%
144,170
-9,629
2771
$1.63M ﹤0.01%
38,177
+9,911
2772
$1.63M ﹤0.01%
53,285
-85,420
2773
$1.63M ﹤0.01%
65,222
+6,251
2774
$1.63M ﹤0.01%
26,380
+8,041
2775
$1.63M ﹤0.01%
19,835
+2,936
109 110
111
112 113