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
2901
$1.41M ﹤0.01%
76,780
+68,768
2902
$1.41M ﹤0.01%
205,412
-100,237
2903
$1.4M ﹤0.01%
84,738
-275,140
2904
$1.4M ﹤0.01%
58,204
+16,556
2905
$1.4M ﹤0.01%
103,040
+2,518
2906
$1.4M ﹤0.01%
30,638
-1,780
2907
$1.4M ﹤0.01%
46,051
+2,628
2908
$1.4M ﹤0.01%
218,233
-9,085
2909
$1.4M ﹤0.01%
313,388
+10,508
2910
$1.4M ﹤0.01%
147,223
-28,307
2911
$1.4M ﹤0.01%
30,336
+1,750
2912
$1.4M ﹤0.01%
33,320
-4,330
2913
$1.4M ﹤0.01%
92,849
+31,570
2914
$1.4M ﹤0.01%
28,705
+12,750
2915
$1.39M ﹤0.01%
28,355
-9,737
2916
$1.39M ﹤0.01%
64,349
+1,564
2917
$1.39M ﹤0.01%
224,929
-2,797
2918
$1.39M ﹤0.01%
19,891
-10,909
2919
$1.39M ﹤0.01%
23,453
-8,114
2920
$1.38M ﹤0.01%
114,993
+84,439
2921
$1.38M ﹤0.01%
107,544
+20,116
2922
$1.38M ﹤0.01%
82,348
-1,149,587
2923
$1.38M ﹤0.01%
10,074
+1,877
2924
$1.38M ﹤0.01%
269,817
+26,115
2925
$1.37M ﹤0.01%
78,205
+5,384
115 116
117
118 119