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
8476
$2K ﹤0.01%
114,162
+111,981
8477
$2K ﹤0.01%
+108
8478
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233
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8479
$2K ﹤0.01%
5,197
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8480
$2K ﹤0.01%
1,741
-7,306
8481
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-389
8482
$2K ﹤0.01%
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8483
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8484
$2K ﹤0.01%
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8485
$2K ﹤0.01%
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8486
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$2K ﹤0.01%
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8488
$2K ﹤0.01%
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8489
$2K ﹤0.01%
237
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$2K ﹤0.01%
155
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$2K ﹤0.01%
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$2K ﹤0.01%
9,201
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8493
$2K ﹤0.01%
689
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8494
$2K ﹤0.01%
278
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8495
$2K ﹤0.01%
13,295
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8496
$2K ﹤0.01%
100
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8497
$2K ﹤0.01%
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8498
$2K ﹤0.01%
+253
8499
$2K ﹤0.01%
1,677
+798
8500
$2K ﹤0.01%
4,131
+1,900
338 339
340
341 342