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
2351
$2.65M ﹤0.01%
72,396
-42,962
2352
$2.65M ﹤0.01%
55,482
+22,281
2353
$2.64M ﹤0.01%
172,643
+15,261
2354
$2.64M ﹤0.01%
813,840
-89,373
2355
$2.64M ﹤0.01%
331,661
+41,524
2356
$2.63M ﹤0.01%
1,910
+566
2357
$2.63M ﹤0.01%
48,231
-2,481
2358
$2.62M ﹤0.01%
20,416
+6,323
2359
$2.62M ﹤0.01%
220,436
-56,204
2360
$2.62M ﹤0.01%
214,140
-796
2361
$2.61M ﹤0.01%
40,720
-202
2362
$2.61M ﹤0.01%
426,819
-370,863
2363
$2.6M ﹤0.01%
33,336
+5,692
2364
$2.6M ﹤0.01%
652,408
+499,159
2365
$2.6M ﹤0.01%
20,540
+4,992
2366
$2.59M ﹤0.01%
101,691
-66,978
2367
$2.58M ﹤0.01%
50,510
-16,957
2368
$2.58M ﹤0.01%
86,246
+6,303
2369
$2.57M ﹤0.01%
67,051
+11,606
2370
$2.57M ﹤0.01%
102,954
+16,141
2371
$2.56M ﹤0.01%
77,454
+12,457
2372
$2.56M ﹤0.01%
560,757
+244,909
2373
$2.56M ﹤0.01%
275,780
-21,106
2374
$2.56M ﹤0.01%
8,515
-879
2375
$2.55M ﹤0.01%
57,653
+28,445
93 94
95
96 97