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
401
$133M 0.03%
5,159,949
+43,711
402
$133M 0.03%
2,065,256
+183,424
403
$133M 0.03%
2,772,264
+61,423
404
$133M 0.03%
2,238,981
+3,618
405
$132M 0.03%
2,006,942
+1,125,998
406
$132M 0.03%
1,612,260
+61,300
407
$132M 0.03%
340,992
+110,347
408
$131M 0.03%
10,483,488
+1,073,763
409
$131M 0.03%
1,013,530
-11,437
410
$130M 0.03%
914,199
+148,546
411
$130M 0.03%
406,125
-156
412
$129M 0.03%
496,541
+26,320
413
$129M 0.03%
2,574,640
+159,517
414
$128M 0.03%
1,081,761
+64,573
415
$128M 0.03%
2,417,588
-1,112,888
416
$128M 0.03%
1,014,098
+52,255
417
$127M 0.03%
1,729,351
+399,414
418
$127M 0.03%
1,315,518
+427,382
419
$127M 0.03%
1,052,399
+29,694
420
$127M 0.03%
3,365,467
-151,099
421
$127M 0.03%
513,609
+53,595
422
$127M 0.03%
3,758,464
+846,880
423
$126M 0.03%
934,271
+280,310
424
$125M 0.03%
861,264
-164,880
425
$125M 0.03%
2,201,793
+363,576
15 16
17
18 19