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
376
$108M 0.04%
1,725,447
-403,835
377
$108M 0.04%
1,964,088
-14,796
378
$108M 0.04%
1,459,354
-98,032
379
$107M 0.04%
411,345
+54,874
380
$107M 0.04%
2,464,768
-184,312
381
$107M 0.04%
567,579
-46,910
382
$107M 0.04%
777,725
+21,597
383
$106M 0.04%
518,966
-21,492
384
$106M 0.04%
787,180
-105,894
385
$105M 0.04%
1,585,697
-201,812
386
$104M 0.03%
4,619,660
-53,741
387
$104M 0.03%
4,177,217
-3,898
388
$104M 0.03%
1,798,605
+444,077
389
$103M 0.03%
1,242,772
-211,225
390
$103M 0.03%
3,002,667
+100,355
391
$103M 0.03%
877,748
+720,569
392
$103M 0.03%
1,955,954
+135,939
393
$102M 0.03%
850,021
+217,683
394
$102M 0.03%
2,223,306
+407,985
395
$99.8M 0.03%
1,120,943
+2,642
396
$99.3M 0.03%
279,519
-8,155
397
$97.7M 0.03%
1,416,755
-1,749,270
398
$97.3M 0.03%
1,821,676
-126,300
399
$96.9M 0.03%
3,051,154
+1,227,127
400
$95.4M 0.03%
1,114,287
+350,201
14 15
16
17 18