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
426
$124M 0.03%
905,610
-530,425
427
$124M 0.03%
1,427,900
-62,324
428
$123M 0.03%
3,399,614
+59,085
429
$123M 0.03%
393,664
-8,972
430
$123M 0.03%
2,278,869
+326,579
431
$123M 0.03%
3,812,668
+472,983
432
$122M 0.03%
1,212,688
+82,440
433
$120M 0.03%
2,010,401
-20,095
434
$120M 0.03%
1,153,645
-358,067
435
$120M 0.03%
457,969
-56,450
436
$120M 0.03%
550,615
+37,954
437
$120M 0.03%
1,747,671
-483,456
438
$120M 0.03%
1,038,167
+80,009
439
$119M 0.03%
2,984,503
-114,171
440
$118M 0.03%
290,178
-61,104
441
$118M 0.03%
1,230,663
+335,824
442
$118M 0.03%
2,121,944
+178,229
443
$118M 0.03%
411,040
-88,753
444
$118M 0.03%
1,765,679
-84,047
445
$118M 0.03%
4,543,113
-123,141
446
$117M 0.03%
2,999,974
-622,109
447
$116M 0.03%
5,160,647
-536,478
448
$116M 0.03%
1,195,107
+3,758
449
$116M 0.03%
2,106,777
+64,258
450
$116M 0.03%
1,749,104
+156,255
16 17
18
19 20