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
976
$21.6M 0.01%
1,426,420
+130,415
977
$21.6M 0.01%
616,002
+238,142
978
$21.5M 0.01%
317,760
-265,463
979
$21.5M 0.01%
575,709
-41,349
980
$21.5M 0.01%
352,375
-6,379
981
$21.5M 0.01%
255,359
+18,685
982
$21.4M 0.01%
858,254
+314,205
983
$21.4M 0.01%
160,481
+1,384
984
$21.4M 0.01%
4,352,373
-138,219
985
$21.3M 0.01%
668,018
+32,340
986
$21.3M 0.01%
121,591
+2,156
987
$21.3M 0.01%
303,746
-18,272
988
$21.2M 0.01%
345,527
+35,696
989
$21.2M 0.01%
65,165
-15,163
990
$21.1M 0.01%
257,679
-138,047
991
$21.1M 0.01%
678,972
-48,449
992
$21.1M 0.01%
16,485
+3,861
993
$21.1M 0.01%
453,019
-25,129
994
$21M 0.01%
1,948,201
+28,498
995
$21M 0.01%
877,351
+102,417
996
$20.8M 0.01%
477,301
+123,100
997
$20.7M 0.01%
405,608
+70,173
998
$20.6M 0.01%
383,070
-19,966
999
$20.6M 0.01%
196,170
-90,414
1000
$20.6M 0.01%
392,499
-110,397
38 39
40
41 42