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
251
$181M 0.06%
1,617,872
-227,016
252
$180M 0.06%
3,387,325
-365,139
253
$178M 0.06%
582,668
-1,014
254
$177M 0.06%
1,892,430
+1,017,217
255
$177M 0.06%
5,825,396
-773,502
256
$175M 0.06%
5,268,946
+430,063
257
$175M 0.06%
4,616,412
-2,375,685
258
$174M 0.06%
2,027,600
-158,703
259
$174M 0.06%
652,164
-43,081
260
$174M 0.06%
756,453
+91,168
261
$174M 0.06%
4,643,352
-1,764,245
262
$172M 0.06%
822,303
-78,002
263
$172M 0.06%
1,021,750
-15,249
264
$172M 0.06%
1,336,838
-291,777
265
$170M 0.06%
1,735,391
-159,351
266
$169M 0.06%
1,785,176
-41,296
267
$167M 0.06%
3,576,168
+1,345,003
268
$167M 0.06%
1,565,346
+113,575
269
$167M 0.06%
2,265,432
+58,199
270
$166M 0.06%
3,400,882
-2,129,130
271
$166M 0.06%
896,715
+101,630
272
$165M 0.06%
2,785,167
+74,469
273
$165M 0.06%
2,112,182
-147,639
274
$165M 0.06%
2,491,950
+265,711
275
$164M 0.05%
2,166,072
+94,226
9 10
11
12 13