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
2776
$1.63M ﹤0.01%
129,208
-18,430
2777
$1.62M ﹤0.01%
88,473
-5,210
2778
$1.62M ﹤0.01%
48,957
+9,863
2779
$1.62M ﹤0.01%
22,201
+2,463
2780
$1.62M ﹤0.01%
114,335
-4,791
2781
$1.62M ﹤0.01%
61,640
+45,446
2782
$1.61M ﹤0.01%
248,750
-32,558
2783
$1.61M ﹤0.01%
17,744
+15,259
2784
$1.61M ﹤0.01%
141,224
+85,526
2785
$1.61M ﹤0.01%
83,760
+11,677
2786
$1.61M ﹤0.01%
36,043
+2,522
2787
$1.61M ﹤0.01%
45,843
+23,946
2788
$1.61M ﹤0.01%
23,058
+11,343
2789
$1.6M ﹤0.01%
+44,251
2790
$1.6M ﹤0.01%
61,491
+20,716
2791
$1.6M ﹤0.01%
20,584
-47,891
2792
$1.6M ﹤0.01%
150,628
-6,070
2793
$1.6M ﹤0.01%
45,584
+8,635
2794
$1.6M ﹤0.01%
76,207
-3,450
2795
$1.59M ﹤0.01%
113,844
+23,150
2796
$1.59M ﹤0.01%
31,643
-8,205
2797
$1.59M ﹤0.01%
26,318
-8,010
2798
$1.59M ﹤0.01%
157,186
-8,079
2799
$1.58M ﹤0.01%
162,155
+127,449
2800
$1.58M ﹤0.01%
11,788
-66,079
110 111
112
113 114