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
2376
$2.55M ﹤0.01%
52,781
+10,313
2377
$2.55M ﹤0.01%
102,477
+30,872
2378
$2.55M ﹤0.01%
20,987
+8,281
2379
$2.55M ﹤0.01%
22,363
+382
2380
$2.54M ﹤0.01%
190,515
+35,382
2381
$2.53M ﹤0.01%
244,578
+36,606
2382
$2.53M ﹤0.01%
2,055,743
+1,677,864
2383
$2.53M ﹤0.01%
143,678
+81,807
2384
$2.52M ﹤0.01%
100,169
+8,486
2385
$2.52M ﹤0.01%
20,793
-5,485
2386
$2.52M ﹤0.01%
106,273
-2,936
2387
$2.52M ﹤0.01%
29,200
+6,348
2388
$2.52M ﹤0.01%
32,269
+3,033
2389
$2.51M ﹤0.01%
+122,290
2390
$2.51M ﹤0.01%
252,592
+6,853
2391
$2.5M ﹤0.01%
330,570
-7,349
2392
$2.5M ﹤0.01%
57,851
-1,389
2393
$2.49M ﹤0.01%
63,421
+10,780
2394
$2.49M ﹤0.01%
47,312
+15,859
2395
$2.49M ﹤0.01%
127,996
+749
2396
$2.49M ﹤0.01%
46,393
+2,365
2397
$2.49M ﹤0.01%
26,792
+4,929
2398
$2.49M ﹤0.01%
198,489
-48,576
2399
$2.48M ﹤0.01%
77,683
-49,995
2400
$2.48M ﹤0.01%
239,522
+27,841
94 95
96
97 98