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
76
$714M 0.24%
934,868
-6,889
77
$714M 0.24%
15,817,202
-1,199,794
78
$714M 0.24%
7,845,596
+205,732
79
$713M 0.24%
6,842,550
+2,214,527
80
$711M 0.24%
2,224,716
-421,820
81
$705M 0.24%
1,598,236
-336,043
82
$685M 0.23%
2,724,929
+53,443
83
$671M 0.22%
8,779,925
-494,881
84
$648M 0.22%
2,315,556
-137,714
85
$646M 0.22%
5,960,840
+214,806
86
$637M 0.21%
1,783,012
+28,650
87
$621M 0.21%
7,105,712
+1,590,808
88
$613M 0.2%
12,353,868
-548,256
89
$610M 0.2%
7,976,408
+452,661
90
$581M 0.19%
5,422,571
+186,280
91
$569M 0.19%
4,482,066
-564,406
92
$563M 0.19%
3,686,173
+119,849
93
$523M 0.17%
3,068,601
+81,625
94
$522M 0.17%
3,947,321
+315,031
95
$518M 0.17%
3,326,002
+17,906
96
$514M 0.17%
4,129,432
-9,967
97
$514M 0.17%
3,892,609
+2,601,991
98
$508M 0.17%
3,773,438
+46,692
99
$498M 0.17%
4,173,548
+327,873
100
$495M 0.16%
1,646,474
-112,069
2 3
4
5 6