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
2251
$2.95M ﹤0.01%
55,190
-151,860
2252
$2.94M ﹤0.01%
172,705
-134,193
2253
$2.94M ﹤0.01%
48,272
+12,573
2254
$2.94M ﹤0.01%
152,266
-151,108
2255
$2.94M ﹤0.01%
21,997
-317,354
2256
$2.94M ﹤0.01%
167,516
+87,942
2257
$2.94M ﹤0.01%
56,999
-5,535
2258
$2.93M ﹤0.01%
127,351
+7,170
2259
$2.93M ﹤0.01%
112,996
-6,494
2260
$2.93M ﹤0.01%
42,494
-19,273
2261
$2.91M ﹤0.01%
73,758
+12,404
2262
$2.91M ﹤0.01%
66,668
+23,165
2263
$2.9M ﹤0.01%
71,163
-4,013
2264
$2.9M ﹤0.01%
212,547
+26,059
2265
$2.9M ﹤0.01%
2,979
-639
2266
$2.89M ﹤0.01%
41,287
-2,153
2267
$2.89M ﹤0.01%
37,998
+14,472
2268
$2.89M ﹤0.01%
75,435
+36,505
2269
$2.88M ﹤0.01%
153,191
-214,128
2270
$2.88M ﹤0.01%
52,058
+1,462
2271
$2.88M ﹤0.01%
31,916
+11,480
2272
$2.88M ﹤0.01%
88,873
-63,474
2273
$2.87M ﹤0.01%
96,021
-131,793
2274
$2.86M ﹤0.01%
20,094
+20,064
2275
$2.85M ﹤0.01%
61,171
+6,420
89 90
91
92 93