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
101
$493M 0.16%
3,598,754
+575,158
102
$475M 0.16%
6,083,058
-40,670
103
$470M 0.16%
2,198,088
-134,434
104
$469M 0.16%
5,430,170
+2,334,116
105
$467M 0.16%
6,401,253
-1,093,879
106
$467M 0.16%
7,440,518
+335,112
107
$460M 0.15%
4,602,631
-299,573
108
$458M 0.15%
865
-4
109
$457M 0.15%
25,471,344
-68,964
110
$449M 0.15%
25,173,817
-2,151,398
111
$438M 0.15%
2,287,766
-318,942
112
$435M 0.15%
13,620,428
+6,780,764
113
$435M 0.15%
2,049,435
+50,304
114
$433M 0.14%
9,480,405
-749,340
115
$432M 0.14%
3,280,571
+322,798
116
$429M 0.14%
2,111,402
-85,183
117
$419M 0.14%
5,022,350
+503,485
118
$410M 0.14%
5,291,813
-458,250
119
$400M 0.13%
3,307,973
+116,122
120
$398M 0.13%
4,813,491
-197,945
121
$397M 0.13%
2,406,091
+844,009
122
$396M 0.13%
3,047,770
-386,857
123
$392M 0.13%
6,814,679
+237,390
124
$387M 0.13%
2,089,679
-107,238
125
$386M 0.13%
1,849,082
-2,797
3 4
5
6 7