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
2276
$2.84M ﹤0.01%
13,535
-3,831
2277
$2.84M ﹤0.01%
122,126
-167,601
2278
$2.84M ﹤0.01%
23,612
-44,456
2279
$2.83M ﹤0.01%
56,918
+7,360
2280
$2.83M ﹤0.01%
125,785
-84,329
2281
$2.82M ﹤0.01%
127,660
-31,589
2282
$2.82M ﹤0.01%
333,376
+44,253
2283
$2.82M ﹤0.01%
64,284
-8,250
2284
$2.82M ﹤0.01%
38,985
+4,332
2285
$2.82M ﹤0.01%
71,847
+37,960
2286
$2.82M ﹤0.01%
250,140
-4,897
2287
$2.81M ﹤0.01%
170,663
-92,437
2288
$2.81M ﹤0.01%
244,054
-22,841
2289
$2.8M ﹤0.01%
33,113
+5,350
2290
$2.8M ﹤0.01%
165,637
-60,033
2291
$2.8M ﹤0.01%
164,686
+126,021
2292
$2.79M ﹤0.01%
25,472
+12,083
2293
$2.79M ﹤0.01%
204,486
-42,351
2294
$2.78M ﹤0.01%
72,495
+13,368
2295
$2.78M ﹤0.01%
185,741
+22,454
2296
$2.78M ﹤0.01%
346,060
+251,821
2297
$2.78M ﹤0.01%
31,323
-12,505
2298
$2.78M ﹤0.01%
44,112
-8,678
2299
$2.78M ﹤0.01%
84,792
-42,756
2300
$2.78M ﹤0.01%
68,392
+30,731
90 91
92
93 94