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
376
$95.4M 0.03%
1,257,373
+58,031
377
$95.1M 0.03%
1,015,541
+14,418
378
$94.5M 0.03%
479,574
+82,430
379
$94.5M 0.03%
2,678,488
+213,244
380
$94.1M 0.03%
172,527
+24,425
381
$94M 0.03%
1,224,399
-61,137
382
$93.3M 0.03%
2,412,760
-243,492
383
$93.3M 0.03%
825,411
-145,188
384
$92.8M 0.03%
363,258
-111,697
385
$92.4M 0.03%
2,049,722
+360,248
386
$92.4M 0.03%
997,790
-355,563
387
$92.1M 0.03%
11,559,438
+816,263
388
$91.7M 0.03%
607,816
-337,918
389
$91.5M 0.03%
5,245,060
+242,464
390
$91.2M 0.03%
1,460,993
-223,585
391
$91.1M 0.03%
1,436,292
+1,138,360
392
$90.4M 0.03%
3,009,046
-204,773
393
$90.3M 0.03%
1,914,028
-788,968
394
$90M 0.03%
2,538,524
+376,854
395
$89.5M 0.03%
1,082,004
-27,942
396
$89.2M 0.03%
5,247,722
+4,329,973
397
$89M 0.03%
576,949
+195,384
398
$88.2M 0.03%
1,532,687
+152,520
399
$87.5M 0.03%
2,293,585
-246,430
400
$86.7M 0.03%
2,457,100
+633,577
14 15
16
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