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
1001
$20.5M 0.01%
175,746
-11,643
1002
$20.5M 0.01%
569,696
-202,744
1003
$20.5M 0.01%
3,175,742
-209,724
1004
$20.5M 0.01%
186,463
+77,891
1005
$20.5M 0.01%
1,256,234
+910,691
1006
$20.4M 0.01%
1,837,820
-87,560
1007
$20.4M 0.01%
659,258
+278,408
1008
$20.4M 0.01%
660,246
-140,453
1009
$20.3M 0.01%
1,649,089
+1,589,364
1010
$20.3M 0.01%
1,416,479
+50,491
1011
$20.2M 0.01%
152,454
-11,618
1012
$20.2M 0.01%
250,537
-17,078
1013
$20.1M 0.01%
841,253
+4,410
1014
$20.1M 0.01%
924,370
+10,061
1015
$20.1M 0.01%
539,026
+225,345
1016
$20.1M 0.01%
446,263
+104,326
1017
$20M 0.01%
476,385
+302,776
1018
$20M 0.01%
407,747
+16,641
1019
$19.9M 0.01%
262,379
-33,346
1020
$19.9M 0.01%
1,159,059
-425,402
1021
$19.9M 0.01%
44,431
-636
1022
$19.8M 0.01%
812,623
-15,582
1023
$19.8M 0.01%
707,663
-584,610
1024
$19.7M 0.01%
293,635
-36,342
1025
$19.7M 0.01%
355,554
+380
39 40
41
42 43