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
551
$55.1M 0.02%
2,247,483
-1,142,894
552
$55.1M 0.02%
355,578
-30,388
553
$54.7M 0.02%
741,421
+68,593
554
$54.4M 0.02%
738,846
+25,777
555
$54.4M 0.02%
374,021
-31,559
556
$54.1M 0.02%
1,446,536
+65,402
557
$53.9M 0.02%
823,201
+195,918
558
$53.7M 0.02%
375,072
-3,689
559
$53.6M 0.02%
1,764,760
-241,803
560
$53.5M 0.02%
106,887
+35,736
561
$53.4M 0.02%
575,630
-48,460
562
$53.3M 0.02%
650,147
+650,076
563
$53.3M 0.02%
555,591
-46,719
564
$52.2M 0.02%
772,086
-145,327
565
$52.2M 0.02%
1,193,203
+72,698
566
$52.1M 0.02%
3,238,103
-292,569
567
$52.1M 0.02%
3,413,239
+2,350,772
568
$52.1M 0.02%
428,136
+77,347
569
$52M 0.02%
1,762,392
-625,751
570
$51.8M 0.02%
2,197,775
-125,908
571
$51.3M 0.02%
196,588
-1,801
572
$50.9M 0.02%
1,337,815
+284,234
573
$50.8M 0.02%
743,710
-21,351
574
$50.7M 0.02%
560,949
-304,938
575
$50.7M 0.02%
2,913,470
+117,338
21 22
23
24 25