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
4501
$161K ﹤0.01%
11,283
+498
4502
$161K ﹤0.01%
6,215
+5,982
4503
$161K ﹤0.01%
50,609
-15,309
4504
$161K ﹤0.01%
4,550
+3,304
4505
$161K ﹤0.01%
9,837
-56
4506
$161K ﹤0.01%
7,127
+1,382
4507
$160K ﹤0.01%
2,334
-3,232
4508
$160K ﹤0.01%
16,470
+1,983
4509
$160K ﹤0.01%
11,274
+3,889
4510
$160K ﹤0.01%
23,666
+21,700
4511
$160K ﹤0.01%
16,213
4512
$160K ﹤0.01%
118,289
+11,168
4513
$160K ﹤0.01%
53,000
+52,900
4514
$159K ﹤0.01%
5,439
-71
4515
$159K ﹤0.01%
6,973
+2,658
4516
$158K ﹤0.01%
26,143
+4,741
4517
$158K ﹤0.01%
20,674
-1,387
4518
$158K ﹤0.01%
3,584
+737
4519
$158K ﹤0.01%
11,254
-426
4520
$158K ﹤0.01%
1,672
-140
4521
$158K ﹤0.01%
+5,360
4522
$157K ﹤0.01%
53,055
+16,752
4523
$157K ﹤0.01%
25,667
+15,684
4524
$156K ﹤0.01%
4,238
+788
4525
$156K ﹤0.01%
10,689
-177
179 180
181
182 183