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
526
$60.3M 0.02%
120,641
-151
527
$60M 0.02%
683,841
-30,577
528
$59.6M 0.02%
1,706,371
+678,071
529
$59.5M 0.02%
1,279,263
+122,463
530
$59.5M 0.02%
615,282
-10,739
531
$59.5M 0.02%
445,434
-28,696
532
$59.2M 0.02%
1,734,444
+46,901
533
$58.8M 0.02%
5,124,013
-154,406
534
$58.8M 0.02%
513,219
+311,167
535
$58.2M 0.02%
1,286,374
-259,819
536
$57.2M 0.02%
2,583,425
+23,090
537
$57.1M 0.02%
832,502
-924,220
538
$57.1M 0.02%
1,847,519
+73,542
539
$56.9M 0.02%
2,762,405
-31,449
540
$56.7M 0.02%
179,722
-7,242
541
$56.5M 0.02%
1,165,865
+32,310
542
$56.4M 0.02%
668,875
+109,423
543
$56.4M 0.02%
1,954,640
-341,734
544
$56.1M 0.02%
741,172
-245,931
545
$55.9M 0.02%
1,623,213
+214,195
546
$55.8M 0.02%
1,633,887
-429,404
547
$55.8M 0.02%
359,349
+31,542
548
$55.6M 0.02%
472,112
+64,043
549
$55.5M 0.02%
2,198,862
+628,793
550
$55.2M 0.02%
262,440
+4,953
20 21
22
23 24