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
3801
$435K ﹤0.01%
37,468
+1,676
3802
$435K ﹤0.01%
220,562
+32,012
3803
$434K ﹤0.01%
8,344
+2,880
3804
$433K ﹤0.01%
18,997
-2,144
3805
$432K ﹤0.01%
22,722
+5,709
3806
$431K ﹤0.01%
24,992
+5,794
3807
$431K ﹤0.01%
41,032
+35,726
3808
$428K ﹤0.01%
22,338
-826,029
3809
$428K ﹤0.01%
17,443
+3,612
3810
$428K ﹤0.01%
69,006
3811
$428K ﹤0.01%
89,644
-194,744
3812
$425K ﹤0.01%
61,000
+59,000
3813
$425K ﹤0.01%
40,640
-25
3814
$425K ﹤0.01%
7,988
-4,144
3815
$425K ﹤0.01%
3,493
-10,582
3816
$424K ﹤0.01%
17,597
+6,099
3817
$424K ﹤0.01%
54,949
+2,928
3818
$424K ﹤0.01%
36,574
-16,261
3819
$423K ﹤0.01%
9,544
+2,549
3820
$423K ﹤0.01%
13,534
+3,960
3821
$421K ﹤0.01%
13,238
+13,108
3822
$420K ﹤0.01%
58,295
+2,409
3823
$419K ﹤0.01%
7,597
+6,605
3824
$419K ﹤0.01%
7,662
-7,233
3825
$419K ﹤0.01%
14,555
+9,287
151 152
153
154 155