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
4801
$107K ﹤0.01%
+5,049
4802
$107K ﹤0.01%
3,501
+212
4803
$107K ﹤0.01%
25,850
-17,091
4804
$107K ﹤0.01%
1,316
+1,002
4805
$107K ﹤0.01%
1,966
+1,035
4806
$106K ﹤0.01%
1,089
-397
4807
$106K ﹤0.01%
3,228
-826
4808
$106K ﹤0.01%
+3,413,656
4809
$106K ﹤0.01%
6,978
-832
4810
$105K ﹤0.01%
23,085
-1,643
4811
$105K ﹤0.01%
5,033
-1,059
4812
$105K ﹤0.01%
45,403
+22,309
4813
$105K ﹤0.01%
9,999
-901
4814
$105K ﹤0.01%
2,225
+2,100
4815
$105K ﹤0.01%
4,012
-886
4816
$105K ﹤0.01%
2,676
+2,306
4817
$104K ﹤0.01%
11,021
-4,210
4818
$104K ﹤0.01%
6,952
-2,642
4819
$104K ﹤0.01%
12,061
-2,522
4820
$104K ﹤0.01%
3,174
-684
4821
$103K ﹤0.01%
9,378
+7,468
4822
$102K ﹤0.01%
7,655
-7,518
4823
$102K ﹤0.01%
10,000
-1,308
4824
$102K ﹤0.01%
2,291
+1,329
4825
$102K ﹤0.01%
10,000
-796
191 192
193
194 195