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
7476
$1.78K ﹤0.01%
1,000
7477
$1.78K ﹤0.01%
51
+6
7478
$1.78K ﹤0.01%
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7479
$1.77K ﹤0.01%
721
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7480
$1.77K ﹤0.01%
235
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7481
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7482
$1.77K ﹤0.01%
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-1,435
7483
$1.77K ﹤0.01%
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7484
$1.76K ﹤0.01%
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7485
$1.75K ﹤0.01%
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7486
$1.75K ﹤0.01%
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7487
$1.75K ﹤0.01%
72
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7488
$1.75K ﹤0.01%
340
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7489
$1.74K ﹤0.01%
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7490
$1.72K ﹤0.01%
2,006
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7491
$1.72K ﹤0.01%
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7492
$1.72K ﹤0.01%
83
-15
7493
$1.72K ﹤0.01%
264
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7494
$1.71K ﹤0.01%
17
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7495
$1.71K ﹤0.01%
191
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7496
$1.71K ﹤0.01%
50
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7497
$1.71K ﹤0.01%
81
-117
7498
$1.71K ﹤0.01%
53
-115
7499
$1.71K ﹤0.01%
+139
7500
$1.7K ﹤0.01%
2,104
-1,548
298 299
300
301 302