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
226
$188M 0.07%
3,089,921
+414,226
227
$187M 0.07%
420,142
+134,369
228
$185M 0.07%
4,009,685
+381,269
229
$184M 0.07%
461,953
+128,872
230
$182M 0.07%
1,358,498
-222,633
231
$180M 0.07%
3,555,661
+741,754
232
$180M 0.07%
3,753,740
+278,470
233
$179M 0.07%
2,098,715
-936
234
$178M 0.06%
2,147,411
-162,808
235
$176M 0.06%
1,360,196
-107,646
236
$175M 0.06%
809,795
-5,372
237
$175M 0.06%
1,903,532
+568,762
238
$175M 0.06%
2,983,055
-1,448,638
239
$175M 0.06%
5,597,949
-1,454,955
240
$174M 0.06%
1,805,914
+150,517
241
$174M 0.06%
2,034,902
-201,184
242
$174M 0.06%
1,874,557
-63,646
243
$174M 0.06%
1,269,329
+28,424
244
$174M 0.06%
1,700,326
-2,699,221
245
$173M 0.06%
1,885,082
-199,411
246
$173M 0.06%
2,087,778
-743,154
247
$172M 0.06%
3,838,557
-517,295
248
$172M 0.06%
369,611
+20,212
249
$171M 0.06%
542,145
-63,417
250
$171M 0.06%
2,945,052
+119,297
8 9
10
11 12