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
2951
$1.32M ﹤0.01%
13,955
-3,716
2952
$1.32M ﹤0.01%
18,335
+5,680
2953
$1.32M ﹤0.01%
26,384
+7,438
2954
$1.32M ﹤0.01%
61,853
+5,679
2955
$1.32M ﹤0.01%
69,581
-43,184
2956
$1.31M ﹤0.01%
25,221
-74,349
2957
$1.31M ﹤0.01%
116,617
-63,147
2958
$1.31M ﹤0.01%
120,128
-6,481
2959
$1.31M ﹤0.01%
90,835
-152,939
2960
$1.31M ﹤0.01%
35,399
-1,604
2961
$1.31M ﹤0.01%
689,077
+234,710
2962
$1.31M ﹤0.01%
17,648
+3,821
2963
$1.3M ﹤0.01%
26,794
-602
2964
$1.3M ﹤0.01%
78,255
-49,458
2965
$1.3M ﹤0.01%
57,780
-16,979
2966
$1.3M ﹤0.01%
54,441
+2,397
2967
$1.3M ﹤0.01%
8,833
+1,256
2968
$1.29M ﹤0.01%
15,943
+8,454
2969
$1.29M ﹤0.01%
14,243
+6,339
2970
$1.29M ﹤0.01%
26,211
-1,087
2971
$1.29M ﹤0.01%
119,355
-17,563
2972
$1.29M ﹤0.01%
126,719
+6,704
2973
$1.29M ﹤0.01%
167,680
-8,408
2974
$1.29M ﹤0.01%
134,962
-63,105
2975
$1.29M ﹤0.01%
107,838
-158
117 118
119
120 121