UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$644M 0.24%
6,933,748
+568,778
77
$643M 0.24%
19,693,549
-5,314,975
78
$636M 0.23%
22,240,445
-443,451
79
$623M 0.23%
16,013,698
+2,407,522
80
$621M 0.23%
12,336,123
+565,322
81
$615M 0.22%
15,579,532
-248,504
82
$603M 0.22%
1,565,448
+26,867
83
$597M 0.22%
5,610,805
+271,490
84
$593M 0.22%
4,650,527
-496,158
85
$574M 0.21%
8,989,760
-678
86
$563M 0.21%
8,071,277
-468,261
87
$562M 0.21%
3,704,678
-53,542
88
$558M 0.2%
5,601,515
+10,697
89
$557M 0.2%
6,344,241
-917,822
90
$545M 0.2%
2,668,052
+44,235
91
$543M 0.2%
6,730,158
-313,008
92
$539M 0.2%
4,161,924
-232,833
93
$533M 0.19%
3,198,335
+124,666
94
$527M 0.19%
4,782,983
+739,259
95
$525M 0.19%
784,913
-121,865
96
$518M 0.19%
6,973,703
-353,723
97
$507M 0.19%
13,363,811
+92,253
98
$503M 0.18%
2,366,164
-208,122
99
$502M 0.18%
5,021,644
+118,008
100
$484M 0.18%
3,904,635
-45,844
2 3
4
5 6