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
576
$56.3M 0.02%
4,103,600
+514,867
577
$56.2M 0.02%
279,026
+37,200
578
$56.1M 0.02%
1,092,606
+609,003
579
$55.4M 0.02%
2,642,113
-8,859
580
$55.4M 0.02%
+1,101,706
581
$55M 0.02%
683,502
-73,117
582
$54.8M 0.02%
416,745
+72,181
583
$54.5M 0.02%
1,692,172
+119,759
584
$54.4M 0.02%
649,808
+45,230
585
$54.3M 0.02%
515,652
-119,896
586
$54.1M 0.02%
26,473
-9,140
587
$53.8M 0.02%
600,240
-204,181
588
$53.7M 0.02%
1,989,663
-60,340
589
$53.5M 0.02%
1,340,064
-498,778
590
$53.4M 0.02%
1,241,214
-311,480
591
$53.2M 0.02%
345,938
+3,939
592
$53.1M 0.02%
2,911,307
+824,508
593
$53M 0.02%
444,047
-54,219
594
$53M 0.02%
611,802
-18,193
595
$52.7M 0.02%
348,823
-126,391
596
$52.7M 0.02%
392,797
+26,039
597
$52.6M 0.02%
1,265,218
-407,259
598
$52.5M 0.02%
152,641
+75,234
599
$52.5M 0.02%
1,113,231
+799,855
600
$52.5M 0.02%
1,094,545
+333,074
22 23
24
25 26