UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 8.14%
4 Consumer Discretionary 7.12%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$962M 0.32%
5,935,356
+27,942
52
$957M 0.32%
2,101,362
-342,653
53
$943M 0.31%
22,878,383
+4,100,657
54
$934M 0.31%
11,303,530
+3,657,918
55
$921M 0.31%
4,046,590
+179,561
56
$895M 0.3%
3,440,765
+151,035
57
$889M 0.3%
3,677,369
-104,939
58
$886M 0.3%
4,903,412
-10,180
59
$869M 0.29%
16,784,927
-708,211
60
$843M 0.28%
11,458,943
+900,317
61
$819M 0.27%
6,086,734
+92,572
62
$812M 0.27%
5,110,411
-677,181
63
$806M 0.27%
4,816,906
-854,811
64
$800M 0.27%
4,358,429
+152,433
65
$793M 0.26%
3,919,994
+31,830
66
$779M 0.26%
3,665,556
+70,529
67
$763M 0.25%
1,832,707
-63,374
68
$758M 0.25%
16,183,756
-2,855,124
69
$755M 0.25%
3,882,263
-309,892
70
$753M 0.25%
6,365,221
+411,693
71
$738M 0.25%
14,486,563
-986,109
72
$724M 0.24%
4,589,038
+200,094
73
$723M 0.24%
18,869,270
-1,992,398
74
$722M 0.24%
15,655,563
+179,685
75
$721M 0.24%
7,122,835
-111,574
1 2
3
4 5