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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$448M
2
+$344M
3
+$302M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$234M
5
TSM icon
TSMC
TSM
+$231M

Top Sells

1
+$924M
2
+$837M
3
+$706M
4
NLSN
Nielsen Holdings plc
NLSN
+$462M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$388M

Sector Composition

1 Technology 16.77%
2 Financials 9.21%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$199M 0.07%
861,352
-52,192
227
$199M 0.07%
413,955
-16,329
228
$196M 0.07%
399,616
-6,590
229
$196M 0.07%
3,441,469
-589,838
230
$196M 0.07%
829,061
-1,637,973
231
$195M 0.07%
4,463,362
-369,620
232
$192M 0.06%
1,191,256
+32,214
233
$192M 0.06%
1,544,282
-885,937
234
$192M 0.06%
1,831,228
+393,593
235
$191M 0.06%
11,280,398
-1,230,634
236
$190M 0.06%
743,890
+24,857
237
$188M 0.06%
1,710,376
+228,716
238
$188M 0.06%
2,092,737
-462,515
239
$187M 0.06%
1,563,642
+480,689
240
$187M 0.06%
2,515,505
+247,399
241
$187M 0.06%
6,564,458
+2,213,667
242
$186M 0.06%
1,225,629
-179,143
243
$186M 0.06%
506,928
+228,019
244
$185M 0.06%
1,174,494
+233,055
245
$185M 0.06%
1,828,866
-281,186
246
$185M 0.06%
1,769,644
+212,613
247
$183M 0.06%
2,290,105
-902,176
248
$183M 0.06%
2,666,262
-632,598
249
$183M 0.06%
1,816,190
-231,707
250
$182M 0.06%
771,781
+111,797
8 9
10
11 12