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
476
$70.2M 0.03%
2,966,136
+34,890
477
$69.9M 0.03%
1,538,103
-253,612
478
$69.8M 0.03%
546,710
-12,880
479
$69.3M 0.03%
3,613,482
+139,841
480
$69.3M 0.03%
800,613
-1,994,836
481
$69M 0.03%
331,449
+92,606
482
$68.7M 0.03%
2,213,302
+198,373
483
$68.5M 0.03%
506,670
-243,181
484
$68.5M 0.03%
1,634,866
+310,220
485
$68.1M 0.02%
1,247,512
-253,448
486
$68M 0.02%
1,991,550
+600,600
487
$67.8M 0.02%
1,443,340
-46,410
488
$67.6M 0.02%
236,298
+58,711
489
$66.7M 0.02%
1,625,431
+283,810
490
$66.6M 0.02%
558,506
+15,379
491
$66.5M 0.02%
397,220
-13,746
492
$66.4M 0.02%
1,936,000
+1,479,001
493
$66.2M 0.02%
251,201
+43,210
494
$66.2M 0.02%
666,864
-82,084
495
$66.1M 0.02%
2,752,232
+1,869,266
496
$65.9M 0.02%
2,681,374
+9,011
497
$65.7M 0.02%
5,958,198
+4,882,402
498
$65.4M 0.02%
1,727,255
+404,731
499
$65.3M 0.02%
936,306
+94,114
500
$65.2M 0.02%
3,108,998
+50,778
18 19
20
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