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
151
$319M 0.12%
2,883,109
-718,505
152
$315M 0.12%
9,734,752
+273,530
153
$315M 0.12%
686,929
+92,213
154
$315M 0.11%
4,458,780
+2,596,834
155
$314M 0.11%
10,644,562
-2,231,947
156
$314M 0.11%
7,814,758
-576,960
157
$313M 0.11%
6,193,805
+346,357
158
$309M 0.11%
3,117,278
-891,724
159
$302M 0.11%
5,650,579
-27,663
160
$300M 0.11%
1,819,401
-35,694
161
$299M 0.11%
10,769,405
-710,107
162
$296M 0.11%
891,090
-62,419
163
$296M 0.11%
5,454,735
+54,433
164
$296M 0.11%
880,215
-88,657
165
$292M 0.11%
3,951,806
+184,526
166
$291M 0.11%
6,201,712
+916,282
167
$287M 0.1%
3,752,305
-326,652
168
$284M 0.1%
1,788,623
-48,772
169
$284M 0.1%
5,673,908
-251,847
170
$275M 0.1%
3,686,692
+601,433
171
$275M 0.1%
5,189,610
-22,730
172
$271M 0.1%
2,023,328
-94,351
173
$271M 0.1%
5,351,370
+352,918
174
$264M 0.1%
2,131,926
-60,881
175
$262M 0.1%
2,510,018
-518,983
5 6
7
8 9