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
2926
$1.37M ﹤0.01%
36,591
+3,465
2927
$1.37M ﹤0.01%
25,924
-4,931
2928
$1.37M ﹤0.01%
48,231
+32,809
2929
$1.37M ﹤0.01%
46,553
+43,076
2930
$1.37M ﹤0.01%
69,845
-101,511
2931
$1.36M ﹤0.01%
15,133
-471
2932
$1.36M ﹤0.01%
82,466
-33,686
2933
$1.35M ﹤0.01%
142,340
+28,166
2934
$1.35M ﹤0.01%
108,441
-7,314
2935
$1.35M ﹤0.01%
6,659
+3,063
2936
$1.35M ﹤0.01%
184,845
+59,725
2937
$1.34M ﹤0.01%
100,799
-3,204
2938
$1.34M ﹤0.01%
79,084
+5,138
2939
$1.34M ﹤0.01%
72,346
-7,134
2940
$1.34M ﹤0.01%
22,518
+21,389
2941
$1.34M ﹤0.01%
14,582
+4,849
2942
$1.34M ﹤0.01%
45,154
+4,488
2943
$1.34M ﹤0.01%
29,409
-361
2944
$1.34M ﹤0.01%
58,051
+5,001
2945
$1.34M ﹤0.01%
23,978
-3,750
2946
$1.34M ﹤0.01%
56,906
-291
2947
$1.34M ﹤0.01%
84,148
-5,744
2948
$1.34M ﹤0.01%
47,979
+754
2949
$1.33M ﹤0.01%
46,112
+29,616
2950
$1.33M ﹤0.01%
36,880
+1,364
116 117
118
119 120