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
3126
$1.07M ﹤0.01%
105,077
-35,239
3127
$1.07M ﹤0.01%
35,201
+9,916
3128
$1.07M ﹤0.01%
19,671
+4,340
3129
$1.07M ﹤0.01%
234,479
+65,635
3130
$1.07M ﹤0.01%
1,454
+801
3131
$1.06M ﹤0.01%
26,284
-4,167
3132
$1.06M ﹤0.01%
66,503
+4,622
3133
$1.06M ﹤0.01%
248,201
+33,871
3134
$1.06M ﹤0.01%
26,373
+25,367
3135
$1.06M ﹤0.01%
36,597
+10,765
3136
$1.06M ﹤0.01%
71,440
+11,991
3137
$1.06M ﹤0.01%
20,723
+1,320
3138
$1.05M ﹤0.01%
51,099
+424
3139
$1.05M ﹤0.01%
66,608
+14,229
3140
$1.05M ﹤0.01%
22,681
+4,927
3141
$1.04M ﹤0.01%
60,813
-187,945
3142
$1.04M ﹤0.01%
68,209
+59,464
3143
$1.04M ﹤0.01%
67,906
+5,185
3144
$1.04M ﹤0.01%
110,771
+2,804
3145
$1.04M ﹤0.01%
56,558
-93,988
3146
$1.04M ﹤0.01%
32,285
+7,556
3147
$1.04M ﹤0.01%
45,300
+1,409
3148
$1.03M ﹤0.01%
45,118
+1,430
3149
$1.03M ﹤0.01%
101,052
+2,899
3150
$1.03M ﹤0.01%
42,345
+1,824
124 125
126
127 128