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
676
$44.4M 0.01%
2,389,268
+20,063
677
$44.1M 0.01%
1,199,436
-303,062
678
$44.1M 0.01%
308,643
-172,782
679
$44.1M 0.01%
1,165,112
+417,562
680
$43.9M 0.01%
827,534
-69,738
681
$43.8M 0.01%
1,304,607
+212,515
682
$43.7M 0.01%
1,254,201
+91,576
683
$43.6M 0.01%
622,493
-155,189
684
$43.5M 0.01%
367,082
-35,235
685
$43.5M 0.01%
1,365,424
+15,634
686
$43.5M 0.01%
268,385
-30,613
687
$43.1M 0.01%
1,076,631
+534,386
688
$43M 0.01%
735,940
-26,324
689
$42.7M 0.01%
929,471
-397,553
690
$42.7M 0.01%
2,037,644
-71,907
691
$42.6M 0.01%
752,215
+98,409
692
$42.6M 0.01%
2,877,261
-3,197,187
693
$42.6M 0.01%
263,119
-15,057
694
$42.5M 0.01%
732,542
+259,795
695
$42.5M 0.01%
386,652
+17,036
696
$42.4M 0.01%
427,848
+55,079
697
$42.4M 0.01%
331,811
-119,631
698
$42.4M 0.01%
1,405,579
+176,191
699
$42.3M 0.01%
549,848
-109,293
700
$42.2M 0.01%
1,289,257
+223,853
26 27
28
29 30