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
3076
$1.15M ﹤0.01%
11,412
-537
3077
$1.14M ﹤0.01%
84,850
+11,711
3078
$1.14M ﹤0.01%
15,172
+4,427
3079
$1.14M ﹤0.01%
18,218
+11,310
3080
$1.14M ﹤0.01%
107,365
+1,430
3081
$1.14M ﹤0.01%
8,189
+2,024
3082
$1.14M ﹤0.01%
6,176
+3,375
3083
$1.14M ﹤0.01%
445,162
+23,803
3084
$1.13M ﹤0.01%
14,633
+1,879
3085
$1.13M ﹤0.01%
20,806
+3,680
3086
$1.13M ﹤0.01%
40,887
-5,654
3087
$1.13M ﹤0.01%
97,229
+1,481
3088
$1.13M ﹤0.01%
168,935
-192,960
3089
$1.13M ﹤0.01%
20,258
+975
3090
$1.11M ﹤0.01%
212,871
+47,497
3091
$1.11M ﹤0.01%
160,832
-79,802
3092
$1.11M ﹤0.01%
36,978
-1,628
3093
$1.11M ﹤0.01%
60,681
+20,964
3094
$1.11M ﹤0.01%
244,746
+7,766
3095
$1.11M ﹤0.01%
45,072
+15,217
3096
$1.11M ﹤0.01%
32,984
-46,463
3097
$1.11M ﹤0.01%
104,057
+13,602
3098
$1.11M ﹤0.01%
82,352
-2,510
3099
$1.11M ﹤0.01%
94,077
-6,309
3100
$1.1M ﹤0.01%
17,598
+15,262
122 123
124
125 126