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
826
$28.9M 0.01%
302,399
+57,438
827
$28.8M 0.01%
309,984
-21,794
828
$28.7M 0.01%
298,705
-347,005
829
$28.7M 0.01%
82,727
+65,739
830
$28.6M 0.01%
68,939
-10,299
831
$28.4M 0.01%
807,338
+81,673
832
$28.3M 0.01%
208,424
-28,017
833
$28.2M 0.01%
477,230
+172,281
834
$28.2M 0.01%
275,733
+7,485
835
$28.2M 0.01%
216,185
+8,896
836
$28.2M 0.01%
536,919
-181,153
837
$28.1M 0.01%
2,354,075
+6,215
838
$28M 0.01%
563,101
-55,225
839
$28M 0.01%
166,313
+18,059
840
$27.9M 0.01%
628,089
+15,422
841
$27.8M 0.01%
1,141,066
-399,058
842
$27.8M 0.01%
1,473,787
-248,951
843
$27.8M 0.01%
288,414
-19,684
844
$27.7M 0.01%
745,529
+422,478
845
$27.7M 0.01%
892,351
-161,679
846
$27.6M 0.01%
90,682
+35,929
847
$27.4M 0.01%
523,563
-27,548
848
$27.4M 0.01%
685,999
+138,056
849
$27.3M 0.01%
37,088
+6,729
850
$27.3M 0.01%
1,531,581
+79,895
32 33
34
35 36