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
551
$60.6M 0.02%
1,299,035
-279,425
552
$60.5M 0.02%
1,984,338
+33,174
553
$60.4M 0.02%
718,314
-264,130
554
$60.3M 0.02%
3,548,677
+2,547,606
555
$60M 0.02%
239,389
-116,928
556
$59.7M 0.02%
2,519,502
+137,454
557
$59.6M 0.02%
805,491
+5,715
558
$58.8M 0.02%
825,210
+40,695
559
$58.6M 0.02%
2,073,853
-784,799
560
$58.5M 0.02%
422,453
+18,111
561
$58.4M 0.02%
1,572,673
-54,715
562
$58.1M 0.02%
862,120
+135,125
563
$58M 0.02%
1,201,137
+12,004
564
$57.9M 0.02%
233,000
-117,117
565
$57.8M 0.02%
1,442,173
-497,351
566
$57.6M 0.02%
729,283
+33,208
567
$57.6M 0.02%
147,556
+42,731
568
$57.2M 0.02%
1,300,687
-140,704
569
$57M 0.02%
4,265,513
-95,656
570
$56.9M 0.02%
1,188,249
-33,798
571
$56.7M 0.02%
1,236,044
-561,769
572
$56.7M 0.02%
1,271,794
+245,397
573
$56.7M 0.02%
18,828,764
+2,787,015
574
$56.6M 0.02%
2,262,760
+1,740,693
575
$56.5M 0.02%
227,397
+152,126
21 22
23
24 25