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
2826
$1.53M ﹤0.01%
87,680
+7,088
2827
$1.52M ﹤0.01%
13,439
+7,057
2828
$1.52M ﹤0.01%
133,797
+23,472
2829
$1.52M ﹤0.01%
7,625
-5,057
2830
$1.52M ﹤0.01%
35,167
+10,106
2831
$1.52M ﹤0.01%
114,100
+4,746
2832
$1.52M ﹤0.01%
171,028
-78,471
2833
$1.52M ﹤0.01%
164,743
+34,152
2834
$1.51M ﹤0.01%
28,161
+7,153
2835
$1.51M ﹤0.01%
86,110
+776
2836
$1.51M ﹤0.01%
32,422
+539
2837
$1.51M ﹤0.01%
51,220
-4,930
2838
$1.51M ﹤0.01%
13,700
+2,466
2839
$1.5M ﹤0.01%
22,235
+3,215
2840
$1.5M ﹤0.01%
38,421
+1,068
2841
$1.5M ﹤0.01%
94,498
+17,046
2842
$1.5M ﹤0.01%
84,077
-107,188
2843
$1.5M ﹤0.01%
56,067
+9,407
2844
$1.5M ﹤0.01%
437,625
+108,298
2845
$1.49M ﹤0.01%
52,617
+45,605
2846
$1.49M ﹤0.01%
84,614
+25,153
2847
$1.49M ﹤0.01%
15,292
+4,598
2848
$1.49M ﹤0.01%
9,795
+7,357
2849
$1.49M ﹤0.01%
30,968
+7,665
2850
$1.49M ﹤0.01%
199,746
+23,001
112 113
114
115 116