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
251
$224M 0.06%
2,025,585
-296,133
252
$224M 0.06%
1,759,595
-63,466
253
$223M 0.06%
3,738,742
-308,235
254
$223M 0.06%
2,562,397
+404,292
255
$220M 0.05%
3,798,210
-578,886
256
$220M 0.05%
1,269,727
-2,734
257
$219M 0.05%
2,858,196
-682,820
258
$218M 0.05%
1,246,184
-61,584
259
$218M 0.05%
2,959,655
-1,687,439
260
$217M 0.05%
1,909,309
-30,164
261
$216M 0.05%
701,630
+14,716
262
$213M 0.05%
1,800,696
-4,153
263
$213M 0.05%
4,383,168
+709,778
264
$212M 0.05%
891,839
-137,633
265
$211M 0.05%
1,828,716
-55,160
266
$210M 0.05%
3,484,748
+191,732
267
$210M 0.05%
7,894,794
+4,147,309
268
$209M 0.05%
633,192
+28,700
269
$207M 0.05%
829,221
-30,400
270
$207M 0.05%
3,552,032
+177,298
271
$205M 0.05%
3,687,969
+547,580
272
$204M 0.05%
1,907,443
+106,521
273
$203M 0.05%
2,366,442
+562,622
274
$203M 0.05%
1,469,811
+435,120
275
$202M 0.05%
786,056
+4,730
9 10
11
12 13