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
1851
$5.01M ﹤0.01%
55,236
+3,233
1852
$4.99M ﹤0.01%
360,330
+145,696
1853
$4.98M ﹤0.01%
506,017
+385,609
1854
$4.98M ﹤0.01%
16,077
-28,359
1855
$4.97M ﹤0.01%
1,762,792
+444,825
1856
$4.97M ﹤0.01%
59,107
-6,554
1857
$4.96M ﹤0.01%
163,462
+7,869
1858
$4.96M ﹤0.01%
72,969
+3,455
1859
$4.95M ﹤0.01%
116,691
+50,336
1860
$4.94M ﹤0.01%
59,064
-4,728
1861
$4.94M ﹤0.01%
47,579
+2,922
1862
$4.94M ﹤0.01%
389,329
+66
1863
$4.94M ﹤0.01%
123,511
-85,526
1864
$4.94M ﹤0.01%
36,978
-4,705
1865
$4.93M ﹤0.01%
37,033
-1,015
1866
$4.92M ﹤0.01%
187,224
+121,891
1867
$4.92M ﹤0.01%
30,324
-1,991
1868
$4.91M ﹤0.01%
83,692
+39,832
1869
$4.91M ﹤0.01%
175,658
+2,873
1870
$4.89M ﹤0.01%
604,631
+11,805
1871
$4.88M ﹤0.01%
128,581
-1,779
1872
$4.88M ﹤0.01%
86,196
-55,699
1873
$4.87M ﹤0.01%
58,812
+15,563
1874
$4.86M ﹤0.01%
312,823
-4,649
1875
$4.85M ﹤0.01%
186,687
-82,847
73 74
75
76 77