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
2426
$2.43M ﹤0.01%
58,942
+56,641
2427
$2.42M ﹤0.01%
59,026
+43,855
2428
$2.41M ﹤0.01%
88,984
+11,446
2429
$2.41M ﹤0.01%
24,637
+1,071
2430
$2.41M ﹤0.01%
79,250
+75,475
2431
$2.41M ﹤0.01%
72,485
-60,438
2432
$2.4M ﹤0.01%
103,837
-43,058
2433
$2.39M ﹤0.01%
104,095
+58,797
2434
$2.39M ﹤0.01%
830,212
+508,966
2435
$2.38M ﹤0.01%
418,126
+126,215
2436
$2.38M ﹤0.01%
90,602
+2,159
2437
$2.38M ﹤0.01%
146,602
-189,050
2438
$2.38M ﹤0.01%
53,606
-6,497
2439
$2.37M ﹤0.01%
443,810
-7,045
2440
$2.37M ﹤0.01%
157,331
+12,482
2441
$2.37M ﹤0.01%
52,047
+2,737
2442
$2.37M ﹤0.01%
238,248
-3,370
2443
$2.37M ﹤0.01%
649,366
+139,239
2444
$2.37M ﹤0.01%
78,704
+8,803
2445
$2.36M ﹤0.01%
61,209
-8,299
2446
$2.36M ﹤0.01%
97,539
-226
2447
$2.36M ﹤0.01%
31,203
+4,798
2448
$2.35M ﹤0.01%
370,662
+151,886
2449
$2.34M ﹤0.01%
132,689
+7,101
2450
$2.34M ﹤0.01%
74,144
+2,990
96 97
98
99 100