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
351
$106M 0.04%
574,377
-4,901
352
$106M 0.04%
1,392,966
-120,043
353
$105M 0.04%
735,065
-538,821
354
$105M 0.04%
2,069,259
-231,982
355
$104M 0.04%
1,210,876
+127,837
356
$104M 0.04%
1,494,330
+58,518
357
$104M 0.04%
4,112,020
-149,757
358
$103M 0.04%
814,212
+32,242
359
$103M 0.04%
1,351,395
+52,429
360
$103M 0.04%
2,068,392
-97,341
361
$102M 0.04%
1,764,276
+75,902
362
$102M 0.04%
1,981,267
+459,459
363
$101M 0.04%
2,070,142
-127,056
364
$100M 0.04%
139,283
-27,807
365
$99.7M 0.04%
742,682
+63,744
366
$99.5M 0.04%
737,896
-134,292
367
$99.5M 0.04%
1,605,719
+643,994
368
$98.7M 0.04%
2,777,500
+45,676
369
$97.9M 0.04%
1,358,879
-230,888
370
$97.6M 0.04%
1,247,662
+99,515
371
$97.1M 0.04%
882,848
-44,237
372
$96M 0.04%
621,546
-19,536
373
$96M 0.04%
72,820
-55,132
374
$95.8M 0.04%
2,375,030
+969,558
375
$95.6M 0.03%
1,995,724
+37,129
13 14
15
16 17