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
301
$128M 0.05%
1,410,822
-166,437
302
$126M 0.05%
593,420
-131,110
303
$125M 0.05%
351,509
-43,017
304
$125M 0.05%
2,017,131
-182,397
305
$124M 0.05%
4,536,662
-186,259
306
$124M 0.05%
1,324,935
+21,180
307
$124M 0.05%
4,179,171
-193,391
308
$123M 0.05%
546,406
-81,950
309
$123M 0.04%
738,800
+121,083
310
$121M 0.04%
1,598,608
-266,008
311
$121M 0.04%
1,909,014
-231,469
312
$121M 0.04%
8,462,646
+37,676
313
$120M 0.04%
176,705
+46,061
314
$120M 0.04%
915,733
+138,108
315
$119M 0.04%
1,193,129
+402,526
316
$119M 0.04%
507,162
-66,980
317
$119M 0.04%
498,931
-28,399
318
$118M 0.04%
751,454
-115,040
319
$118M 0.04%
4,065,557
+160,380
320
$118M 0.04%
628,684
-6,947
321
$118M 0.04%
5,005,294
-953,989
322
$117M 0.04%
459,119
-3,454
323
$116M 0.04%
701,951
-4,070
324
$116M 0.04%
6,381,049
+512,622
325
$116M 0.04%
2,296,978
-645,581
11 12
13
14 15