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
$326B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,143
New
Increased
Reduced
Closed

Top Buys

1
+$1.37B
2
+$1.22B
3
+$1.11B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$885M
5
NKE icon
Nike
NKE
+$833M

Top Sells

1
+$398M
2
+$385M
3
+$351M
4
PXD
Pioneer Natural Resource Co.
PXD
+$263M
5
NRG icon
NRG Energy
NRG
+$239M

Sector Composition

1 Technology 22.16%
2 Financials 10.23%
3 Healthcare 7.95%
4 Consumer Discretionary 7.27%
5 Communication Services 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$267M 0.07%
1,163,038
+3,540
227
$265M 0.07%
4,597,784
+536
228
$265M 0.07%
842,001
+13,930
229
$258M 0.06%
1,046,952
+101,619
230
$256M 0.06%
3,847,972
+1,655,792
231
$253M 0.06%
425,918
+20,822
232
$251M 0.06%
3,728,246
+344,826
233
$251M 0.06%
8,769,405
+7,574,970
234
$249M 0.06%
2,255,850
-42,444
235
$248M 0.06%
827,534
+56,714
236
$248M 0.06%
854,320
-8,879
237
$247M 0.06%
1,918,590
+70,048
238
$244M 0.06%
5,740,296
-649,693
239
$242M 0.06%
2,364,042
-911,678
240
$241M 0.06%
2,030,136
-101,507
241
$239M 0.06%
1,800,235
-345,805
242
$238M 0.06%
1,597,307
+83,445
243
$231M 0.06%
1,535,047
-14,070
244
$231M 0.06%
2,119,101
+327,758
245
$230M 0.06%
2,038,082
-10,912
246
$228M 0.06%
2,846,274
+145,453
247
$227M 0.06%
4,144,302
+284,514
248
$227M 0.06%
841,918
-206,478
249
$225M 0.06%
5,170,265
+504,824
250
$225M 0.06%
1,121,878
+342,145
8 9
10
11 12