UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$1.12B
2
+$1.08B
3
+$1.05B
4
NKE icon
Nike
NKE
+$1.03B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$821M

Top Sells

1
+$389M
2
+$383M
3
+$348M
4
PXD
Pioneer Natural Resource Co.
PXD
+$263M
5
NRG icon
NRG Energy
NRG
+$237M

Sector Composition

1 Technology 22.13%
2 Financials 10.25%
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
2976
$1.71M ﹤0.01%
272,345
-54,418
2977
$1.71M ﹤0.01%
93,209
-15,443
2978
$1.71M ﹤0.01%
40,000
2979
$1.71M ﹤0.01%
102,559
+27,814
2980
$1.7M ﹤0.01%
84,965
-25,880
2981
$1.7M ﹤0.01%
327,703
-91,631
2982
$1.7M ﹤0.01%
69,886
+39,172
2983
$1.7M ﹤0.01%
106,021
-5,044
2984
$1.7M ﹤0.01%
115,716
-18,215
2985
$1.7M ﹤0.01%
67,534
-57,834
2986
$1.69M ﹤0.01%
627,738
-173,486
2987
$1.69M ﹤0.01%
29,488
-102,268
2988
$1.69M ﹤0.01%
16,911
-57,732
2989
$1.69M ﹤0.01%
34,613
-2,536
2990
$1.69M ﹤0.01%
107,767
-67,268
2991
$1.69M ﹤0.01%
50,651
+2,846
2992
$1.68M ﹤0.01%
161,693
-196,013
2993
$1.67M ﹤0.01%
304,698
+147,238
2994
$1.67M ﹤0.01%
168,315
-10,102
2995
$1.67M ﹤0.01%
20,626
+2,036
2996
$1.67M ﹤0.01%
270,518
-287,976
2997
$1.67M ﹤0.01%
55,300
-58,177
2998
$1.67M ﹤0.01%
71,111
-136,890
2999
$1.66M ﹤0.01%
33,588
+1,709
3000
$1.66M ﹤0.01%
179,387
-149,304
118 119
120
121 122