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
351
$156M 0.04%
4,662,418
+820,217
352
$155M 0.04%
1,017,823
-50,356
353
$153M 0.04%
1,657,890
+235,704
354
$153M 0.04%
3,623,716
+1,162,337
355
$151M 0.04%
3,285,453
+135,337
356
$151M 0.04%
1,285,380
-42,538
357
$151M 0.04%
503,900
+167,790
358
$150M 0.04%
3,170,531
+547,842
359
$148M 0.04%
2,183,006
+288,427
360
$148M 0.04%
1,417,604
-52,103
361
$148M 0.04%
8,293,204
+593,831
362
$148M 0.04%
5,842,464
+1,355,663
363
$148M 0.04%
601,307
+35,822
364
$147M 0.04%
1,383,046
-163,692
365
$147M 0.04%
629,941
-17,135
366
$147M 0.04%
2,089,549
+582,354
367
$147M 0.04%
1,392,804
+579,202
368
$147M 0.04%
1,749,962
+123,131
369
$146M 0.04%
2,750,763
+65,173
370
$145M 0.04%
1,132,621
+15,299
371
$144M 0.04%
521,665
-300,747
372
$144M 0.04%
5,013,413
-83,731
373
$144M 0.04%
1,635,401
-19,206
374
$143M 0.04%
940,561
+123,169
375
$143M 0.04%
942,005
-92,318
13 14
15
16 17