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
3026
$1.21M ﹤0.01%
162,620
+47,096
3027
$1.21M ﹤0.01%
37,924
-10,188
3028
$1.21M ﹤0.01%
40,708
+38,071
3029
$1.21M ﹤0.01%
31,149
+11,211
3030
$1.21M ﹤0.01%
253,154
+12,421
3031
$1.21M ﹤0.01%
29,551
+2,145
3032
$1.21M ﹤0.01%
44,339
-10,808
3033
$1.2M ﹤0.01%
14,460
-7,565
3034
$1.2M ﹤0.01%
18,815
+4,651
3035
$1.2M ﹤0.01%
6,828
-670
3036
$1.2M ﹤0.01%
13,880
-5,332
3037
$1.2M ﹤0.01%
46,272
+26,312
3038
$1.2M ﹤0.01%
152,211
+122,801
3039
$1.2M ﹤0.01%
145,873
-16,376
3040
$1.2M ﹤0.01%
86,032
+21,772
3041
$1.2M ﹤0.01%
107,784
-8,978
3042
$1.2M ﹤0.01%
69,872
+26,514
3043
$1.2M ﹤0.01%
10,329
+3,190
3044
$1.2M ﹤0.01%
10,097
+741
3045
$1.2M ﹤0.01%
23,022
+1,019
3046
$1.2M ﹤0.01%
37,388
+6,842
3047
$1.19M ﹤0.01%
178,952
+81,638
3048
$1.19M ﹤0.01%
36,196
+6,552
3049
$1.19M ﹤0.01%
11,319
+793
3050
$1.19M ﹤0.01%
128,899
+61,740
120 121
122
123 124