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
601
$47.1M 0.02%
907,909
+43,313
602
$47M 0.02%
293,609
-183,075
603
$47M 0.02%
419,890
+94,206
604
$46.9M 0.02%
979,341
-910,066
605
$46.9M 0.02%
1,107,928
+29,768
606
$46.9M 0.02%
332,602
-16,930
607
$46.8M 0.02%
859,883
-328,484
608
$46.6M 0.02%
745,558
+102,526
609
$46.5M 0.02%
1,050,242
-293,712
610
$46.5M 0.02%
941,089
-287,501
611
$46.4M 0.02%
797,565
-119,056
612
$46.4M 0.02%
350,628
-83,144
613
$46.2M 0.02%
30,216
-67
614
$46M 0.02%
2,887,868
+381,230
615
$45.9M 0.02%
473,273
-48,872
616
$45.8M 0.02%
1,419,056
-15,748
617
$45.6M 0.02%
1,211,789
-64,834
618
$45.5M 0.02%
583,303
-30,036
619
$45.4M 0.02%
266,386
+32,442
620
$45.3M 0.02%
918,672
+133,210
621
$45.1M 0.02%
714,447
-34,961
622
$45.1M 0.02%
711,536
-766,842
623
$45M 0.02%
348,288
+19,634
624
$44.8M 0.02%
212,384
+129,338
625
$44.5M 0.02%
1,747,900
-61,571
23 24
25
26 27