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
451
$75.1M 0.03%
388,269
+56,527
452
$74.6M 0.03%
1,654,092
-398,769
453
$74.3M 0.03%
1,151,716
-175,189
454
$74.2M 0.03%
1,375,239
-115,773
455
$74M 0.03%
1,196,159
-138,133
456
$73.4M 0.03%
1,790,053
+83,031
457
$73.3M 0.03%
1,486,602
+211,148
458
$73M 0.03%
1,198,108
+72,291
459
$73M 0.03%
1,619,939
+512,988
460
$73M 0.03%
2,722,452
-436,888
461
$72.9M 0.03%
1,784,896
+636,242
462
$72.8M 0.03%
1,587,424
+675,937
463
$72.7M 0.03%
5,110,427
-336,245
464
$72.7M 0.03%
1,094,195
+20,610
465
$72.5M 0.03%
380,780
-14,311
466
$72.4M 0.03%
979,935
+41,197
467
$72.2M 0.03%
1,064,757
+74,047
468
$72.1M 0.03%
1,136,651
-13,600
469
$72M 0.03%
1,565,649
+415,435
470
$71.5M 0.03%
3,084,689
+680,060
471
$71M 0.03%
611,424
-54,676
472
$70.8M 0.03%
12,166,072
+1,297,615
473
$70.8M 0.03%
1,167,449
+1,855
474
$70.7M 0.03%
355,651
+6,084
475
$70.7M 0.03%
2,407,536
-954,832
17 18
19
20 21