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
2401
$2.48M ﹤0.01%
147,729
-7,405
2402
$2.48M ﹤0.01%
53,676
+3,962
2403
$2.48M ﹤0.01%
166,417
+860
2404
$2.48M ﹤0.01%
78,151
+3,011
2405
$2.48M ﹤0.01%
98,650
-2,425
2406
$2.48M ﹤0.01%
70,312
+63,427
2407
$2.47M ﹤0.01%
106,130
-8,903
2408
$2.47M ﹤0.01%
28,424
+5,899
2409
$2.47M ﹤0.01%
461,980
+341,780
2410
$2.46M ﹤0.01%
90,648
-338
2411
$2.46M ﹤0.01%
62,118
-18,442
2412
$2.46M ﹤0.01%
59,720
+18,711
2413
$2.46M ﹤0.01%
65,204
+8,249
2414
$2.46M ﹤0.01%
112,981
-39,131
2415
$2.46M ﹤0.01%
203,736
-51,471
2416
$2.45M ﹤0.01%
22,276
+1,786
2417
$2.45M ﹤0.01%
55,577
-8,585
2418
$2.44M ﹤0.01%
41,655
-6,386
2419
$2.44M ﹤0.01%
33,800
-4,498
2420
$2.44M ﹤0.01%
63,352
+33,318
2421
$2.43M ﹤0.01%
522,873
-130,783
2422
$2.43M ﹤0.01%
46,891
-6,246
2423
$2.43M ﹤0.01%
253,670
-49,509
2424
$2.43M ﹤0.01%
29,401
+7,727
2425
$2.43M ﹤0.01%
8,713
-5,015
95 96
97
98 99