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
276
$202M 0.05%
4,501,079
+1,395,117
277
$202M 0.05%
1,007,433
+81,098
278
$201M 0.05%
+2,623,173
279
$200M 0.05%
6,354,573
+21,373
280
$200M 0.05%
1,654,439
-55,875
281
$199M 0.05%
925,502
+139,134
282
$197M 0.05%
3,836,275
-254,161
283
$195M 0.05%
1,472,519
+62,916
284
$195M 0.05%
3,597,155
-138,068
285
$193M 0.05%
1,878,667
-286,231
286
$193M 0.05%
2,762,992
-822,795
287
$192M 0.05%
7,866,679
+564,126
288
$192M 0.05%
2,181,404
+19,907
289
$191M 0.05%
3,175,763
+314,279
290
$191M 0.05%
1,981,725
-19,606
291
$190M 0.05%
4,889,242
+128,479
292
$189M 0.05%
3,735,216
-4,165
293
$188M 0.05%
333,072
+10,711
294
$186M 0.05%
2,035,578
-557,893
295
$186M 0.05%
10,719,580
+98,674
296
$186M 0.05%
10,652,372
+235,155
297
$185M 0.05%
2,372,743
-33,539
298
$185M 0.05%
3,188,018
-198,566
299
$183M 0.05%
435,654
+26,620
300
$183M 0.05%
1,004,883
-713,536
10 11
12
13 14