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
651
$47.2M 0.02%
801,117
+60,002
652
$47.2M 0.02%
1,917,478
-163,703
653
$46.6M 0.02%
237,849
+4,051
654
$46.4M 0.02%
156,292
+1,534
655
$46.3M 0.02%
221,105
+67,336
656
$46.2M 0.02%
352,788
-222,745
657
$45.9M 0.02%
344,813
-63,002
658
$45.7M 0.02%
924,889
+115,698
659
$45.6M 0.02%
140,019
+68,034
660
$45.5M 0.02%
903,167
-606,127
661
$45.4M 0.02%
423,170
-34,913
662
$45.1M 0.02%
339,127
-29,424
663
$45.1M 0.02%
807,750
+31,151
664
$45M 0.02%
1,138,326
-1,249,667
665
$45M 0.02%
798,130
-157,503
666
$45M 0.02%
671,634
+77,830
667
$45M 0.02%
2,451,306
+109,822
668
$44.9M 0.02%
774,687
-31,637
669
$44.9M 0.02%
301,294
-25,826
670
$44.9M 0.02%
1,160,455
-881,958
671
$44.9M 0.02%
2,181,315
-26,881
672
$44.8M 0.01%
983,363
-16,231
673
$44.8M 0.01%
2,124,106
+216,998
674
$44.6M 0.01%
496,093
-299,207
675
$44.4M 0.01%
3,898,263
+1,677,919
25 26
27
28 29