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
4901
$91.3K ﹤0.01%
3,575
-19,061
4902
$91.2K ﹤0.01%
37,393
-29,157
4903
$91.2K ﹤0.01%
2,512
+2,066
4904
$90.6K ﹤0.01%
15,206
+4,123
4905
$90.5K ﹤0.01%
28,649
-3,521
4906
$90.3K ﹤0.01%
+2,671
4907
$90.1K ﹤0.01%
1,964
-12,754
4908
$90K ﹤0.01%
4,892
+901
4909
$89.9K ﹤0.01%
21,825
+337
4910
$89.9K ﹤0.01%
1,883
-1,280
4911
$89.7K ﹤0.01%
3,806
+2,229
4912
$89.6K ﹤0.01%
23,225
+23,206
4913
$89.4K ﹤0.01%
4,005
-490
4914
$89.3K ﹤0.01%
3,492
-72
4915
$89.2K ﹤0.01%
5,571
+1,521
4916
$89.2K ﹤0.01%
2,790
-2,862
4917
$89.2K ﹤0.01%
7,124
+4,684
4918
$89K ﹤0.01%
3,087
-2,926
4919
$88.9K ﹤0.01%
5,191
+628
4920
$88.9K ﹤0.01%
5,735
+764
4921
$88.9K ﹤0.01%
+2,775
4922
$88.7K ﹤0.01%
104,019
-1,468,021
4923
$88.6K ﹤0.01%
28,860
+970
4924
$88.5K ﹤0.01%
81,942
+5,813
4925
$88.4K ﹤0.01%
1,230
-688
195 196
197
198 199