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
1226
$13M ﹤0.01%
839,268
+451,498
1227
$12.9M ﹤0.01%
208,317
-31,192
1228
$12.9M ﹤0.01%
96,594
-75,546
1229
$12.9M ﹤0.01%
293,266
-30,298
1230
$12.9M ﹤0.01%
321,710
-8,609
1231
$12.8M ﹤0.01%
435,969
-12,122
1232
$12.8M ﹤0.01%
155,231
-53,115
1233
$12.8M ﹤0.01%
208,843
+9,765
1234
$12.7M ﹤0.01%
268,008
+153,963
1235
$12.7M ﹤0.01%
121,817
-232,919
1236
$12.7M ﹤0.01%
1,510,855
+1,441,739
1237
$12.7M ﹤0.01%
374,048
+41,946
1238
$12.7M ﹤0.01%
507,334
-34
1239
$12.7M ﹤0.01%
372,030
-77,540
1240
$12.7M ﹤0.01%
490,517
+15,148
1241
$12.6M ﹤0.01%
124,626
-92,172
1242
$12.6M ﹤0.01%
327,711
+109,913
1243
$12.6M ﹤0.01%
408,930
-52,322
1244
$12.5M ﹤0.01%
629,315
-6,418
1245
$12.5M ﹤0.01%
1,557,755
+84,153
1246
$12.5M ﹤0.01%
823,567
-130,491
1247
$12.5M ﹤0.01%
470,973
+14,782
1248
$12.5M ﹤0.01%
705,227
-43,879
1249
$12.4M ﹤0.01%
92,053
+26,024
1250
$12.4M ﹤0.01%
154,598
+38,527
48 49
50
51 52