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
701
$37.5M 0.01%
616,260
+135,432
702
$37.4M 0.01%
1,389,159
+1,046,491
703
$37.3M 0.01%
1,086,540
+72,469
704
$37.2M 0.01%
1,534,735
+74,731
705
$37.2M 0.01%
723,539
+26,827
706
$37.1M 0.01%
328,153
-38,627
707
$37.1M 0.01%
769,492
-74,830
708
$37.1M 0.01%
267,832
-41,187
709
$37M 0.01%
1,605,733
+735,822
710
$36.8M 0.01%
882,600
+7,219
711
$36.8M 0.01%
724,126
+21,928
712
$36.6M 0.01%
4,336,693
+1,159,107
713
$36.6M 0.01%
518,513
+46,528
714
$36.6M 0.01%
1,597,397
+410,142
715
$36.6M 0.01%
1,027,885
-175,844
716
$36.4M 0.01%
2,180,744
+54,442
717
$36.4M 0.01%
514,239
-30,670
718
$36.2M 0.01%
449,599
+33,955
719
$36.2M 0.01%
2,398,847
-1,268,671
720
$36.2M 0.01%
2,888,032
-595,485
721
$36.1M 0.01%
4,452,701
-236,376
722
$36M 0.01%
155,084
-41,185
723
$35.9M 0.01%
258,246
-139,172
724
$35.9M 0.01%
960,709
-277,255
725
$35.8M 0.01%
392,378
+17,667
27 28
29
30 31