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
876
$26M 0.01%
356,170
-168,841
877
$26M 0.01%
1,047,462
+271,489
878
$25.7M 0.01%
271,156
-58,420
879
$25.7M 0.01%
412,255
+67,513
880
$25.6M 0.01%
495,324
+68,353
881
$25.5M 0.01%
190,089
-51,715
882
$25.4M 0.01%
430,680
+74,955
883
$25.4M 0.01%
173,697
-71,066
884
$25.3M 0.01%
79,314
+58,230
885
$25.3M 0.01%
458,650
-101,592
886
$25.3M 0.01%
279,082
+136,274
887
$25.1M 0.01%
300,874
-59,609
888
$25.1M 0.01%
1,718,568
+13,221
889
$25M 0.01%
336,592
+24,655
890
$25M 0.01%
201,012
+18,158
891
$24.9M 0.01%
236,474
-279,978
892
$24.8M 0.01%
1,355,222
+243,142
893
$24.8M 0.01%
307,925
+3,134
894
$24.7M 0.01%
346,699
-9,759
895
$24.5M 0.01%
110,187
+34,922
896
$24.5M 0.01%
1,298,973
-1,595,044
897
$24.5M 0.01%
907,706
-63,941
898
$24.4M 0.01%
1,332,099
-72,441
899
$24.4M 0.01%
4,590,400
+445,669
900
$24.4M 0.01%
1,506,912
+85,164
34 35
36
37 38