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
1551
$7.54M ﹤0.01%
419,851
+65,354
1552
$7.54M ﹤0.01%
232,397
+166,044
1553
$7.53M ﹤0.01%
400,433
+27,826
1554
$7.53M ﹤0.01%
153,355
-6,397
1555
$7.52M ﹤0.01%
102,031
-7,076
1556
$7.5M ﹤0.01%
173,499
-7,855
1557
$7.49M ﹤0.01%
30,923
-65,767
1558
$7.48M ﹤0.01%
179,132
+86,702
1559
$7.46M ﹤0.01%
225,262
-65,039
1560
$7.42M ﹤0.01%
297,059
+73,066
1561
$7.41M ﹤0.01%
123,441
-70,082
1562
$7.4M ﹤0.01%
64,161
+11,429
1563
$7.4M ﹤0.01%
361,582
+226,668
1564
$7.37M ﹤0.01%
6,264
+245
1565
$7.37M ﹤0.01%
88,797
+12,186
1566
$7.37M ﹤0.01%
58,253
+13,945
1567
$7.35M ﹤0.01%
208,491
+47,477
1568
$7.32M ﹤0.01%
143,861
-6,654
1569
$7.31M ﹤0.01%
205,192
+6,694
1570
$7.3M ﹤0.01%
144,679
+40
1571
$7.3M ﹤0.01%
690,466
+18,389
1572
$7.29M ﹤0.01%
51,781
+33,620
1573
$7.27M ﹤0.01%
145,597
-106,092
1574
$7.26M ﹤0.01%
1,299,502
-3,074
1575
$7.26M ﹤0.01%
134,177
+10,867
61 62
63
64 65