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
3326
$826K ﹤0.01%
44,240
-258
3327
$823K ﹤0.01%
28,693
+927
3328
$822K ﹤0.01%
5,049
+2,775
3329
$820K ﹤0.01%
89,635
-8,892
3330
$820K ﹤0.01%
23,653
+10,716
3331
$818K ﹤0.01%
7,270
-12,753
3332
$814K ﹤0.01%
25,359
-17,091
3333
$812K ﹤0.01%
23,984
-3,546
3334
$811K ﹤0.01%
104,922
-8,866
3335
$810K ﹤0.01%
60,293
+13,431
3336
$809K ﹤0.01%
50,714
+46,194
3337
$809K ﹤0.01%
102,294
-4,963
3338
$804K ﹤0.01%
414,329
-397,918
3339
$803K ﹤0.01%
17,462
+402
3340
$803K ﹤0.01%
32,622
+10,896
3341
$798K ﹤0.01%
8,146
+35
3342
$796K ﹤0.01%
94,585
+52,000
3343
$796K ﹤0.01%
17,504
-23,476
3344
$796K ﹤0.01%
17,261
-7,668
3345
$796K ﹤0.01%
37,871
+663
3346
$795K ﹤0.01%
94,651
-36,567
3347
$794K ﹤0.01%
30,441
-6,747
3348
$794K ﹤0.01%
101,245
+5,835
3349
$794K ﹤0.01%
175,610
+97
3350
$793K ﹤0.01%
54,139
+16,179
132 133
134
135 136