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
3926
$361K ﹤0.01%
12,572
-2,985
3927
$361K ﹤0.01%
3,371
+751
3928
$361K ﹤0.01%
7,341
+2,780
3929
$361K ﹤0.01%
44,280
-48,951
3930
$361K ﹤0.01%
+18,985
3931
$360K ﹤0.01%
20,585
-95
3932
$360K ﹤0.01%
8,786
+2,887
3933
$359K ﹤0.01%
62,269
-4,647
3934
$358K ﹤0.01%
36,561
-69,230
3935
$357K ﹤0.01%
13,027
+9,538
3936
$356K ﹤0.01%
14,145
+8,039
3937
$356K ﹤0.01%
22,376
+2,888
3938
$356K ﹤0.01%
17,155
-6,683
3939
$355K ﹤0.01%
25,439
+2,300
3940
$354K ﹤0.01%
20,025
+3,279
3941
$354K ﹤0.01%
16,522
+5,605
3942
$353K ﹤0.01%
536,970
-28,688
3943
$353K ﹤0.01%
4,556
+3,956
3944
$353K ﹤0.01%
28,608
-60,018
3945
$352K ﹤0.01%
103,205
-41,926
3946
$350K ﹤0.01%
58,208
-97,863
3947
$350K ﹤0.01%
43,959
+594
3948
$350K ﹤0.01%
8,379
+3,861
3949
$349K ﹤0.01%
11,462
+1,120
3950
$348K ﹤0.01%
226,118
-616
156 157
158
159 160