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
501
$69.1M 0.02%
2,751,029
+1,008,439
502
$68.8M 0.02%
624,317
+64,168
503
$68.8M 0.02%
145,695
-48,396
504
$68.8M 0.02%
1,894,683
-333,307
505
$68.7M 0.02%
557,906
-83,074
506
$68.7M 0.02%
1,633,064
+55,970
507
$68.5M 0.02%
664,267
+330,323
508
$68.3M 0.02%
1,291,654
+222,357
509
$68.2M 0.02%
1,489,307
+9,533
510
$67.6M 0.02%
1,520,954
+30,550
511
$67.3M 0.02%
1,358,261
-402,785
512
$67.1M 0.02%
1,021,504
+83,340
513
$67M 0.02%
1,430,160
+495,705
514
$66.7M 0.02%
538,649
-32,220
515
$66.7M 0.02%
1,805,815
-471,445
516
$66.6M 0.02%
+1,213,213
517
$66.2M 0.02%
2,456,158
+623,366
518
$66.1M 0.02%
749,509
-25,030
519
$66.1M 0.02%
1,330,932
-214,778
520
$66M 0.02%
501,902
-121,665
521
$65.6M 0.02%
512,888
-228,464
522
$65M 0.02%
378,267
-256,310
523
$64.8M 0.02%
1,397,169
+833,471
524
$64.5M 0.02%
1,704,877
-231,462
525
$64.2M 0.02%
216,084
-16,730
19 20
21
22 23