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
351
$120M 0.04%
499,547
-11,771
352
$119M 0.04%
900,521
-249,948
353
$118M 0.04%
1,752,230
+264,120
354
$118M 0.04%
1,450,570
-125,667
355
$118M 0.04%
998,697
+396
356
$118M 0.04%
966,770
-50,692
357
$117M 0.04%
980,617
-146,761
358
$116M 0.04%
2,389,258
+178,957
359
$116M 0.04%
1,128,385
-2,289
360
$115M 0.04%
775,357
-142,109
361
$115M 0.04%
862,399
+181,608
362
$114M 0.04%
2,470,234
+30,202
363
$113M 0.04%
684,708
-171,675
364
$113M 0.04%
864,614
-104,588
365
$113M 0.04%
1,023,670
+424,856
366
$112M 0.04%
830,852
-34,918
367
$112M 0.04%
2,101,471
+279,580
368
$111M 0.04%
600,100
+578,273
369
$111M 0.04%
2,119,040
-173,417
370
$111M 0.04%
1,813,118
+37,743
371
$110M 0.04%
1,253,364
+51,170
372
$110M 0.04%
1,211,744
-46,368
373
$109M 0.04%
3,545,187
-495,593
374
$109M 0.04%
921,838
+1,975
375
$109M 0.04%
618,925
-135,343
13 14
15
16 17