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
2201
$3.13M ﹤0.01%
17,043
+14,753
2202
$3.13M ﹤0.01%
147,993
+118,719
2203
$3.12M ﹤0.01%
143,889
+31,983
2204
$3.12M ﹤0.01%
49,164
+4,617
2205
$3.12M ﹤0.01%
187,212
+141,164
2206
$3.12M ﹤0.01%
65,568
+56,047
2207
$3.11M ﹤0.01%
53,073
-1,671
2208
$3.11M ﹤0.01%
28,938
-11,878
2209
$3.11M ﹤0.01%
89,408
-42,024
2210
$3.1M ﹤0.01%
22,923
+3,479
2211
$3.09M ﹤0.01%
29,380
+3,238
2212
$3.09M ﹤0.01%
74,526
+2,634
2213
$3.08M ﹤0.01%
202,253
-11,605
2214
$3.08M ﹤0.01%
292,284
-9,056
2215
$3.07M ﹤0.01%
94,018
+44,159
2216
$3.06M ﹤0.01%
326,463
-7,816
2217
$3.06M ﹤0.01%
40,252
-10,400
2218
$3.06M ﹤0.01%
15,485
-19,687
2219
$3.05M ﹤0.01%
83,803
+30,056
2220
$3.05M ﹤0.01%
78,855
+36,052
2221
$3.04M ﹤0.01%
13,297
+432
2222
$3.04M ﹤0.01%
120,636
-12,902
2223
$3.04M ﹤0.01%
57,484
+13,102
2224
$3.04M ﹤0.01%
133,721
+31,010
2225
$3.04M ﹤0.01%
113,976
+55,503
87 88
89
90 91