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
3051
$1.19M ﹤0.01%
25,536
-45,198
3052
$1.18M ﹤0.01%
251,848
-25,915
3053
$1.18M ﹤0.01%
23,100
+6,157
3054
$1.18M ﹤0.01%
84,758
+81,556
3055
$1.18M ﹤0.01%
29,270
-6,378
3056
$1.18M ﹤0.01%
42,218
-377
3057
$1.18M ﹤0.01%
126,002
-303,443
3058
$1.18M ﹤0.01%
48,498
+32,400
3059
$1.17M ﹤0.01%
168,268
+81,964
3060
$1.17M ﹤0.01%
47,423
-25,835
3061
$1.17M ﹤0.01%
89,662
+70,644
3062
$1.16M ﹤0.01%
14,271
-4,250
3063
$1.16M ﹤0.01%
81,913
-27,042
3064
$1.16M ﹤0.01%
66,363
+11,401
3065
$1.16M ﹤0.01%
91,096
-31,752
3066
$1.16M ﹤0.01%
26,376
-3,048
3067
$1.15M ﹤0.01%
129,585
-24,889
3068
$1.15M ﹤0.01%
225,666
-174,743
3069
$1.15M ﹤0.01%
114,804
-617
3070
$1.15M ﹤0.01%
275,882
+236,072
3071
$1.15M ﹤0.01%
43,130
+4,337
3072
$1.15M ﹤0.01%
232,511
+96,631
3073
$1.15M ﹤0.01%
33,731
+2,055
3074
$1.15M ﹤0.01%
19,615
-2,686
3075
$1.15M ﹤0.01%
89,980
+32,228
121 122
123
124 125