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
2851
$1.49M ﹤0.01%
19,195
+4,892
2852
$1.49M ﹤0.01%
65,751
+25,946
2853
$1.48M ﹤0.01%
16,576
+2,524
2854
$1.48M ﹤0.01%
27,099
+10,888
2855
$1.48M ﹤0.01%
64,208
+6,329
2856
$1.48M ﹤0.01%
86,671
+76,096
2857
$1.48M ﹤0.01%
15,701
+734
2858
$1.47M ﹤0.01%
170,508
+70,697
2859
$1.47M ﹤0.01%
95,396
-73,944
2860
$1.47M ﹤0.01%
48,489
-29,763
2861
$1.47M ﹤0.01%
61,988
+27,600
2862
$1.47M ﹤0.01%
27,749
-255
2863
$1.47M ﹤0.01%
52,804
+12,835
2864
$1.47M ﹤0.01%
68,115
+25,782
2865
$1.46M ﹤0.01%
39,971
+7,006
2866
$1.46M ﹤0.01%
182,293
-9,145
2867
$1.46M ﹤0.01%
38,814
+8,879
2868
$1.46M ﹤0.01%
87,509
-7,590
2869
$1.46M ﹤0.01%
100,278
+5,054
2870
$1.46M ﹤0.01%
12,546
-8,612
2871
$1.45M ﹤0.01%
34,812
+2,032
2872
$1.45M ﹤0.01%
264,730
+205,926
2873
$1.44M ﹤0.01%
51,770
-50,231
2874
$1.44M ﹤0.01%
47,403
+18,989
2875
$1.44M ﹤0.01%
131,469
+84,912
113 114
115
116 117