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
326
$169M 0.04%
967,546
+153,720
327
$168M 0.04%
6,142,951
+3,264,851
328
$167M 0.04%
1,874,043
-416,667
329
$167M 0.04%
3,258,954
+229,396
330
$166M 0.04%
445,447
-29,333
331
$166M 0.04%
1,305,282
+8,044
332
$166M 0.04%
2,164,745
-678,037
333
$165M 0.04%
961,754
+911,686
334
$164M 0.04%
1,504,551
-49,824
335
$163M 0.04%
2,701,351
+128,861
336
$162M 0.04%
1,371,439
+136,499
337
$161M 0.04%
3,210,230
+488,143
338
$161M 0.04%
1,037,239
+77,497
339
$160M 0.04%
1,502,450
+559,130
340
$160M 0.04%
3,163,661
-801,251
341
$160M 0.04%
1,158,231
+268,843
342
$159M 0.04%
543,277
+276,140
343
$159M 0.04%
997,789
+14,667
344
$159M 0.04%
1,048,054
+190,693
345
$158M 0.04%
2,345,424
-20,896
346
$158M 0.04%
2,078,271
+128,143
347
$157M 0.04%
361,279
-10,172
348
$157M 0.04%
1,689,882
-206,347
349
$156M 0.04%
3,628,230
+20,753
350
$156M 0.04%
2,099,473
+28,536
12 13
14
15 16