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
7451
$1.93K ﹤0.01%
+979
7452
$1.93K ﹤0.01%
119
+52
7453
$1.92K ﹤0.01%
2
7454
$1.89K ﹤0.01%
254
7455
$1.89K ﹤0.01%
3,018
+1,197
7456
$1.88K ﹤0.01%
+60
7457
$1.88K ﹤0.01%
141
-1,373
7458
$1.88K ﹤0.01%
2
7459
$1.87K ﹤0.01%
628
+590
7460
$1.87K ﹤0.01%
53
-46
7461
$1.87K ﹤0.01%
1,000
-5,308
7462
$1.86K ﹤0.01%
177
-262
7463
$1.85K ﹤0.01%
2,059
+826
7464
$1.83K ﹤0.01%
24
-95
7465
$1.83K ﹤0.01%
69
-347
7466
$1.83K ﹤0.01%
1,308
-435
7467
$1.82K ﹤0.01%
7,000
+4,100
7468
$1.82K ﹤0.01%
55
-723
7469
$1.81K ﹤0.01%
+90
7470
$1.81K ﹤0.01%
276
-860
7471
$1.8K ﹤0.01%
39
+30
7472
$1.79K ﹤0.01%
18,050
+2,050
7473
$1.79K ﹤0.01%
2,091
+303
7474
$1.78K ﹤0.01%
1,014
-3,643
7475
– –
0
297 298
299
300 301