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
3301
$857K ﹤0.01%
16,761
+4,694
3302
$856K ﹤0.01%
75,200
-7,590
3303
$855K ﹤0.01%
36,475
-15,066
3304
$855K ﹤0.01%
95,071
-9,136
3305
$854K ﹤0.01%
40,980
-11,321
3306
$853K ﹤0.01%
39,600
-11,244
3307
$852K ﹤0.01%
19,713
+9,234
3308
$852K ﹤0.01%
40,081
+1,012
3309
$850K ﹤0.01%
21,661
-36,996
3310
$847K ﹤0.01%
6,949
-5,426
3311
$846K ﹤0.01%
30,448
+23,294
3312
$846K ﹤0.01%
4,839
+1,527
3313
$845K ﹤0.01%
16,426
+7,693
3314
$845K ﹤0.01%
29,364
-188,415
3315
$845K ﹤0.01%
178,601
+153,213
3316
$844K ﹤0.01%
52,720
+29,094
3317
$842K ﹤0.01%
25,949
+7,885
3318
$840K ﹤0.01%
24,047
-3,573
3319
$840K ﹤0.01%
24,323
-6,397
3320
$838K ﹤0.01%
24,452
+16,696
3321
$835K ﹤0.01%
40,957
+3,081
3322
$834K ﹤0.01%
20,680
+2,428
3323
$834K ﹤0.01%
17,789
+8,832
3324
$830K ﹤0.01%
18,604
+3,905
3325
$830K ﹤0.01%
35,120
-4,611
131 132
133
134 135