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
8601
$2K ﹤0.01%
6,904
-827
8602
$2K ﹤0.01%
4
-7
8603
$2K ﹤0.01%
116
-821
8604
$2K ﹤0.01%
161
-16,061
8605
$2K ﹤0.01%
11,764
-6,340
8606
$2K ﹤0.01%
2,022
-61,885
8607
$2K ﹤0.01%
+10,700
8608
$2K ﹤0.01%
33
-5
8609
$2K ﹤0.01%
+750
8610
$2K ﹤0.01%
67
-23
8611
$2K ﹤0.01%
11,022
8612
$2K ﹤0.01%
544
+386
8613
$2K ﹤0.01%
+200
8614
$2K ﹤0.01%
40
-169
8615
$2K ﹤0.01%
101
-2,223
8616
$2K ﹤0.01%
3
-76
8617
$2K ﹤0.01%
3,350
-2,900
8618
$2K ﹤0.01%
34
8619
$2K ﹤0.01%
+81
8620
$2K ﹤0.01%
6,136
8621
$2K ﹤0.01%
5,116
-700
8622
$2K ﹤0.01%
1,200
-1,535
8623
$2K ﹤0.01%
183
-488
8624
$2K ﹤0.01%
6,736
-1,980
8625
$2K ﹤0.01%
100
-9,435
343 344
345
346 347