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
2876
$1.44M ﹤0.01%
92,070
+51,182
2877
$1.44M ﹤0.01%
22,456
+8,274
2878
$1.44M ﹤0.01%
39,635
+11,573
2879
$1.43M ﹤0.01%
83,409
-71,483
2880
$1.43M ﹤0.01%
10,075
+676
2881
$1.43M ﹤0.01%
109,291
-2,195
2882
$1.43M ﹤0.01%
196,921
+114,671
2883
$1.42M ﹤0.01%
155,857
-168,894
2884
$1.42M ﹤0.01%
26,874
-1,465
2885
$1.42M ﹤0.01%
10,082
-1,419
2886
$1.42M ﹤0.01%
25,024
-6,022
2887
$1.42M ﹤0.01%
1,593,490
+664,343
2888
$1.42M ﹤0.01%
14,424
+7,902
2889
$1.42M ﹤0.01%
87,068
-280,361
2890
$1.42M ﹤0.01%
75,464
-128,073
2891
$1.41M ﹤0.01%
57,493
+7,718
2892
$1.41M ﹤0.01%
25,299
+3,687
2893
$1.41M ﹤0.01%
33,051
-16,128
2894
$1.41M ﹤0.01%
20,753
+1,866
2895
$1.41M ﹤0.01%
59,417
+10,682
2896
$1.41M ﹤0.01%
58,201
-794
2897
$1.41M ﹤0.01%
279,756
+19,029
2898
$1.41M ﹤0.01%
19,131
+1,697
2899
$1.41M ﹤0.01%
55,893
+19,893
2900
$1.41M ﹤0.01%
45,802
+1,840
114 115
116
117 118