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
326
$115M 0.04%
1,650,423
+92,667
327
$115M 0.04%
1,572,294
-185,450
328
$115M 0.04%
505,657
+15,560
329
$114M 0.04%
1,360,427
+554,532
330
$113M 0.04%
814,586
-115,186
331
$113M 0.04%
457,300
-67,222
332
$113M 0.04%
3,078,613
-965,098
333
$113M 0.04%
2,877,861
+349,002
334
$112M 0.04%
1,227,634
-5,873,615
335
$111M 0.04%
597,325
-64,980
336
$111M 0.04%
1,841,760
+7,404
337
$111M 0.04%
1,541,296
-5,859
338
$110M 0.04%
2,694,202
+898,321
339
$110M 0.04%
4,860,642
-105,498
340
$110M 0.04%
3,420,279
+25,783
341
$110M 0.04%
977,002
-40,677
342
$109M 0.04%
5,063,268
+4,005,004
343
$109M 0.04%
2,819,042
-219,055
344
$109M 0.04%
793,507
-36,012
345
$109M 0.04%
430,287
-56,128
346
$108M 0.04%
8,606,104
-518,213
347
$108M 0.04%
2,126,543
-62,309
348
$107M 0.04%
4,826,404
-1,947,633
349
$106M 0.04%
3,194,380
+120,890
350
$106M 0.04%
1,702,602
+85,858
12 13
14
15 16