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
3426
$728K ﹤0.01%
6,820
+660
3427
$727K ﹤0.01%
16,449
+16,441
3428
$726K ﹤0.01%
23,321
+3,815
3429
$723K ﹤0.01%
186,415
-23,142
3430
$723K ﹤0.01%
101,390
+12,855
3431
$722K ﹤0.01%
32,361
-25,497
3432
$722K ﹤0.01%
7,555
+6,429
3433
$721K ﹤0.01%
22,678
+20,585
3434
$720K ﹤0.01%
59,837
+17,041
3435
$719K ﹤0.01%
146,722
+2,376
3436
$719K ﹤0.01%
40,664
-11,633
3437
$718K ﹤0.01%
71,820
+52,878
3438
$718K ﹤0.01%
56,191
-3,047
3439
$717K ﹤0.01%
5,779
+4,386
3440
$715K ﹤0.01%
22,885
+2,711
3441
$713K ﹤0.01%
126,487
+101,864
3442
$713K ﹤0.01%
42,821
+3,374
3443
$712K ﹤0.01%
10,762
+8,976
3444
$711K ﹤0.01%
20,453
-2,758
3445
$711K ﹤0.01%
77,314
+32,198
3446
$709K ﹤0.01%
50,202
+2,926
3447
$709K ﹤0.01%
31,039
-5,193
3448
$709K ﹤0.01%
165,191
-5,645
3449
$707K ﹤0.01%
74,236
+23,827
3450
$706K ﹤0.01%
9,179
-518
136 137
138
139 140