UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$1.3B 0.48%
2,616,202
+55,590
27
$1.25B 0.46%
20,120,966
-703,447
28
$1.24B 0.45%
5,889,153
-59,738
29
$1.21B 0.44%
2,945,341
-75,687
30
$1.2B 0.44%
7,367,706
-597,273
31
$1.2B 0.44%
26,529,166
+1,344,937
32
$1.19B 0.44%
2,070,241
+187,629
33
$1.11B 0.4%
7,262,748
+117,095
34
$1.08B 0.4%
5,574,593
-69,482
35
$1.07B 0.39%
21,433,940
-115,680
36
$1.05B 0.39%
10,757,571
-303,868
37
$1.04B 0.38%
10,489,191
+7,349,698
38
$1.04B 0.38%
2,752,909
-53,157
39
$985M 0.36%
3,188,925
-207,565
40
$981M 0.36%
12,729,383
-933,949
41
$980M 0.36%
6,362,366
+40,446
42
$977M 0.36%
4,852,117
+1,036,854
43
$969M 0.35%
5,317,264
+90,149
44
$964M 0.35%
4,550,350
+211,471
45
$924M 0.34%
4,452,230
-331,212
46
$923M 0.34%
9,549,945
-153,607
47
$921M 0.34%
11,123,287
-1,249,873
48
$914M 0.33%
3,779,197
-63,945
49
$910M 0.33%
4,890,371
+548,857
50
$895M 0.33%
12,514,210
+2,270,055
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