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
301
$143M 0.05%
546,762
-7,124
302
$142M 0.05%
681,570
+5,555
303
$141M 0.05%
1,117,204
+67,317
304
$141M 0.05%
1,777,038
+357,930
305
$141M 0.05%
1,930,243
-69,868
306
$141M 0.05%
210,384
+29,631
307
$140M 0.05%
1,845,992
+271,137
308
$137M 0.05%
5,507,438
-405,213
309
$137M 0.05%
1,619,683
-57,583
310
$136M 0.05%
5,389,059
+75,096
311
$136M 0.05%
1,343,223
+113,800
312
$136M 0.05%
1,615,079
+27,157
313
$136M 0.05%
2,285,639
-1,086,698
314
$135M 0.05%
3,527,050
+378,686
315
$134M 0.04%
712,978
-171,408
316
$134M 0.04%
1,318,949
-43,770
317
$134M 0.04%
760,944
-168,180
318
$134M 0.04%
2,990,608
+203,385
319
$133M 0.04%
2,224,766
+38,892
320
$132M 0.04%
1,755,281
+253,035
321
$132M 0.04%
1,551,655
+59,870
322
$131M 0.04%
1,223,351
+4,824
323
$131M 0.04%
3,370,445
-233,349
324
$131M 0.04%
575,340
-2,345
325
$131M 0.04%
1,928,044
+26,943
11 12
13
14 15