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
376
$143M 0.04%
1,832,320
-64,050
377
$143M 0.04%
1,740,490
+46,490
378
$142M 0.04%
262,274
+90,744
379
$142M 0.04%
1,018,403
+50,788
380
$142M 0.04%
1,986,471
+44,899
381
$141M 0.03%
1,187,287
-128,989
382
$141M 0.03%
1,443,278
-28,296
383
$140M 0.03%
4,240,996
+974,849
384
$140M 0.03%
1,009,282
+117,980
385
$140M 0.03%
2,633,451
-172,337
386
$140M 0.03%
619,643
-45,178
387
$140M 0.03%
5,369,097
-7,561,063
388
$139M 0.03%
451,778
-233
389
$139M 0.03%
714,323
-46,139
390
$139M 0.03%
21,849,523
+21,671,365
391
$137M 0.03%
2,689,038
-76,454
392
$137M 0.03%
2,793,561
+901,824
393
$136M 0.03%
1,423,404
-15,585
394
$136M 0.03%
1,197,291
+84,628
395
$135M 0.03%
7,368,621
-91,383
396
$134M 0.03%
961,507
-169,887
397
$134M 0.03%
595,271
+141,532
398
$134M 0.03%
1,789,786
-38,607
399
$134M 0.03%
1,591,823
-52,339
400
$134M 0.03%
176,523
-28,807
14 15
16
17 18