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
7651
$1.06K ﹤0.01%
+93
7652
$1.06K ﹤0.01%
203
-1,460
7653
– –
0
7654
$1.05K ﹤0.01%
+338
7655
$1.05K ﹤0.01%
100
-591
7656
$1.05K ﹤0.01%
+101
7657
$1.05K ﹤0.01%
100
-860
7658
$1.05K ﹤0.01%
100
-487
7659
$1.05K ﹤0.01%
+100
7660
$1.05K ﹤0.01%
100
+58
7661
$1.04K ﹤0.01%
100
-532
7662
$1.04K ﹤0.01%
100
-335
7663
$1.04K ﹤0.01%
100
-200
7664
$1.04K ﹤0.01%
+57
7665
$1.04K ﹤0.01%
100
-779
7666
$1.03K ﹤0.01%
13
-250
7667
$1.03K ﹤0.01%
+26
7668
$1.03K ﹤0.01%
300
-4,272
7669
$1.03K ﹤0.01%
+100
7670
$1.02K ﹤0.01%
+100
7671
$1.02K ﹤0.01%
1,263
-4,808
7672
$1.02K ﹤0.01%
268
-2,550
7673
$1.02K ﹤0.01%
100
-9,061
7674
$1.01K ﹤0.01%
36
+19
7675
$1.01K ﹤0.01%
1,180
-5,760
305 306
307
308 309