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
651
$42.3M 0.02%
1,607,366
+753,546
652
$42.2M 0.02%
324,536
+85,383
653
$42M 0.02%
385,981
-68,957
654
$41.9M 0.02%
13,907,917
+7,770,427
655
$41.8M 0.02%
1,810,801
+100,504
656
$41.8M 0.02%
1,910,454
-197,676
657
$41.7M 0.02%
770,267
-203,603
658
$41.6M 0.02%
1,034,475
-35,589
659
$41.5M 0.02%
3,708,428
-147,148
660
$41.5M 0.02%
3,647,711
+548,907
661
$41.4M 0.02%
436,996
+63,982
662
$41.4M 0.02%
790,649
-27,553
663
$41.2M 0.02%
606,612
-86,455
664
$41.1M 0.02%
352,205
+63,280
665
$41M 0.02%
1,259,841
-155,579
666
$40.9M 0.01%
428,292
+409,487
667
$40.9M 0.01%
945,837
+38,703
668
$40.7M 0.01%
608,196
-105,031
669
$40.5M 0.01%
903,030
+72,196
670
$40.5M 0.01%
644,567
-270,131
671
$40.5M 0.01%
274,620
+19,430
672
$40.1M 0.01%
419,462
-49,195
673
$40.1M 0.01%
288,351
-36,625
674
$40M 0.01%
2,332,908
+199,446
675
$39.8M 0.01%
901,968
+15,624
25 26
27
28 29