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
751
$32.8M 0.01%
343,736
+196
752
$32.7M 0.01%
1,154,967
+4,288
753
$32.7M 0.01%
494,579
-46,046
754
$32.6M 0.01%
340,436
-9,188
755
$32.6M 0.01%
108,863
-4,462
756
$32.5M 0.01%
131,690
+9,795
757
$32.5M 0.01%
922,925
-29,805
758
$32.5M 0.01%
683,161
-30,107
759
$32.3M 0.01%
1,347,311
+187,236
760
$32.3M 0.01%
3,669,176
+341,423
761
$32.3M 0.01%
1,740,300
+47,453
762
$32.3M 0.01%
347,123
+4,844
763
$32.2M 0.01%
154,058
+3,899
764
$32.2M 0.01%
444,055
+114,342
765
$32.2M 0.01%
759,503
+40,353
766
$32.1M 0.01%
466,197
-58,575
767
$32.1M 0.01%
1,325,511
+71,536
768
$32M 0.01%
2,061,916
-330,154
769
$32M 0.01%
604,764
-193,732
770
$31.9M 0.01%
937,348
-177,676
771
$31.8M 0.01%
1,179,490
-161,780
772
$31.8M 0.01%
1,464,084
-870
773
$31.8M 0.01%
1,567,752
+123,903
774
$31.8M 0.01%
312,381
-87,057
775
$31.7M 0.01%
562,230
+253,031
29 30
31
32 33