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
126
$377M 0.14%
3,721,672
-341,470
127
$375M 0.14%
2,067,302
-11,346
128
$373M 0.14%
5,335,433
-83,996
129
$371M 0.14%
3,670,871
+1,020,540
130
$363M 0.13%
3,729,390
+21,685
131
$362M 0.13%
1,105,572
-88,287
132
$358M 0.13%
6,319,305
-866,865
133
$358M 0.13%
3,262,400
+229,975
134
$354M 0.13%
14,529,189
+428,781
135
$349M 0.13%
4,579,046
+218,292
136
$349M 0.13%
3,236,467
-291,710
137
$346M 0.13%
3,283,277
+141,230
138
$344M 0.13%
1,444,037
+2,117
139
$341M 0.12%
3,474,780
-48,073
140
$340M 0.12%
1,525,065
-233,307
141
$339M 0.12%
1,375,623
+40,512
142
$338M 0.12%
9,056,819
+432,602
143
$338M 0.12%
4,649,865
-302,035
144
$335M 0.12%
12,917,179
+316,203
145
$334M 0.12%
969,098
-43,309
146
$334M 0.12%
1,458,113
-1,475
147
$333M 0.12%
5,598,786
+109,770
148
$332M 0.12%
26,661,771
-2,337,123
149
$328M 0.12%
2,424,880
-97,097
150
$326M 0.12%
1,275,901
-87,929
4 5
6
7 8