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
1501
$8.01M ﹤0.01%
139,410
+39,542
1502
$7.99M ﹤0.01%
426,608
-10,804
1503
$7.99M ﹤0.01%
158,456
-99,056
1504
$7.96M ﹤0.01%
354,907
+219,601
1505
$7.95M ﹤0.01%
227,001
+188,685
1506
$7.95M ﹤0.01%
157,619
+19
1507
$7.94M ﹤0.01%
187,242
-6,177
1508
$7.94M ﹤0.01%
385,547
+7,019
1509
$7.93M ﹤0.01%
65,119
+2,999
1510
$7.92M ﹤0.01%
105,217
+17,401
1511
$7.9M ﹤0.01%
901,216
-62,004
1512
$7.89M ﹤0.01%
200,048
-35,489
1513
$7.88M ﹤0.01%
439,724
+18,798
1514
$7.86M ﹤0.01%
187,160
+21,149
1515
$7.85M ﹤0.01%
88,383
-97,106
1516
$7.82M ﹤0.01%
241,657
+56,560
1517
$7.82M ﹤0.01%
402,727
-223,730
1518
$7.81M ﹤0.01%
295,001
+25,815
1519
$7.81M ﹤0.01%
461,487
+22,726
1520
$7.8M ﹤0.01%
158,630
+37,797
1521
$7.79M ﹤0.01%
36,158
+30,234
1522
$7.78M ﹤0.01%
33,278
-3,574
1523
$7.78M ﹤0.01%
169,797
-17,340
1524
$7.77M ﹤0.01%
269,106
+257,254
1525
$7.77M ﹤0.01%
242,098
-58,704
59 60
61
62 63