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
2301
$2.78M ﹤0.01%
752,421
-65,452
2302
$2.77M ﹤0.01%
59,229
-286
2303
$2.77M ﹤0.01%
578,048
+450,996
2304
$2.77M ﹤0.01%
73,926
-12,933
2305
$2.76M ﹤0.01%
251,734
+6,391
2306
$2.76M ﹤0.01%
62,020
-20,168
2307
$2.75M ﹤0.01%
136,852
-8,982
2308
$2.75M ﹤0.01%
58,906
+1,268
2309
$2.75M ﹤0.01%
638,996
+16,452
2310
$2.74M ﹤0.01%
47,139
-19,067
2311
$2.74M ﹤0.01%
48,743
-71,178
2312
$2.73M ﹤0.01%
86,048
-7,053
2313
$2.73M ﹤0.01%
153,560
+67,292
2314
$2.73M ﹤0.01%
392,496
-5,498
2315
$2.73M ﹤0.01%
60,463
-1,186
2316
$2.72M ﹤0.01%
101,393
+50,424
2317
$2.72M ﹤0.01%
68,213
-17,495
2318
$2.72M ﹤0.01%
505,206
+483,041
2319
$2.72M ﹤0.01%
69,660
+1,549
2320
$2.71M ﹤0.01%
56,080
-17,439
2321
$2.71M ﹤0.01%
219,409
+35,258
2322
$2.71M ﹤0.01%
22,294
-1,605
2323
$2.71M ﹤0.01%
61,871
+2,142
2324
$2.7M ﹤0.01%
73,572
+20,266
2325
$2.7M ﹤0.01%
29,565
-2,826
91 92
93
94 95