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
601
$52.5M 0.02%
681,445
+89,402
602
$52.5M 0.02%
473,463
+194,195
603
$52.4M 0.02%
1,656,250
-627,150
604
$52.3M 0.02%
1,018,676
-82,023
605
$52.1M 0.02%
843,842
-23,123
606
$52M 0.02%
1,446,249
-1,023,557
607
$52M 0.02%
478,436
-235,412
608
$52M 0.02%
217,167
-67,576
609
$51.8M 0.02%
1,652,064
-822,308
610
$51.8M 0.02%
589,820
-6,854
611
$51.5M 0.02%
240,197
-134,018
612
$51.3M 0.02%
1,590,275
+604,077
613
$51.3M 0.02%
2,054,771
+115,059
614
$51.2M 0.02%
712,963
-195,968
615
$51.1M 0.02%
503,183
+65,162
616
$50.6M 0.02%
1,842,842
+302,695
617
$50.5M 0.02%
1,386,776
-447,905
618
$50.4M 0.02%
145,904
+5,984
619
$50.3M 0.02%
149,061
+25,662
620
$50.2M 0.02%
315,434
+12,164
621
$50M 0.02%
314,987
+5,061
622
$49.9M 0.02%
334,446
-50,724
623
$49.9M 0.02%
667,454
+24,308
624
$49.7M 0.02%
448,576
+127,464
625
$49.7M 0.02%
316,789
-30,343
23 24
25
26 27