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
2226
$3.03M ﹤0.01%
303,079
+52,536
2227
$3.03M ﹤0.01%
81,432
-58,300
2228
$3.02M ﹤0.01%
81,476
-23,375
2229
$3.02M ﹤0.01%
77,233
-39,345
2230
$3.02M ﹤0.01%
275,365
-9,879
2231
$3.01M ﹤0.01%
87,755
+19,106
2232
$3.01M ﹤0.01%
49,154
-749
2233
$3.01M ﹤0.01%
52,095
-43,909
2234
$3.01M ﹤0.01%
80,437
+46,289
2235
$3.01M ﹤0.01%
74,980
-90,118
2236
$3.01M ﹤0.01%
25,643
+3,565
2237
$3M ﹤0.01%
55,100
+8,387
2238
$3M ﹤0.01%
119,652
+119,612
2239
$3M ﹤0.01%
122,975
+8,537
2240
$3M ﹤0.01%
77,107
+63,047
2241
$3M ﹤0.01%
270,247
-306,104
2242
$3M ﹤0.01%
138,361
-29,282
2243
$2.99M ﹤0.01%
17,477
-23,800
2244
$2.99M ﹤0.01%
10,018
+1,317
2245
$2.99M ﹤0.01%
359,377
+19,224
2246
$2.99M ﹤0.01%
61,643
-29,426
2247
$2.98M ﹤0.01%
85,245
-6,114
2248
$2.98M ﹤0.01%
198,784
-114,197
2249
$2.97M ﹤0.01%
60,042
+5,269
2250
$2.95M ﹤0.01%
142,316
+42,246
88 89
90
91 92