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
451
$115M 0.03%
1,464,791
-46,887
452
$115M 0.03%
4,110,437
+11,842
453
$115M 0.03%
6,311,273
-14,741
454
$115M 0.03%
1,265,279
-1,018,810
455
$115M 0.03%
625,205
+128,640
456
$115M 0.03%
1,489,624
-349,255
457
$114M 0.03%
1,137,078
-44,170
458
$114M 0.03%
684,606
+75,915
459
$114M 0.03%
1,462,598
-3,065,168
460
$114M 0.03%
730,813
+12,431
461
$113M 0.03%
3,224,416
+1,068,201
462
$113M 0.03%
38,106
+1,582
463
$113M 0.03%
862,650
+196,303
464
$112M 0.03%
1,442,509
+158,241
465
$112M 0.03%
123,746
-926
466
$111M 0.03%
1,171,059
+204,193
467
$111M 0.03%
676,514
+553,308
468
$111M 0.03%
3,106,954
+58,780
469
$110M 0.03%
1,749,166
-139,901
470
$110M 0.03%
493,283
+72,853
471
$110M 0.03%
3,509,042
-88,926
472
$110M 0.03%
4,330,671
-96,664
473
$110M 0.03%
651,633
+6,403
474
$110M 0.03%
2,400,548
+398,536
475
$110M 0.03%
3,410,622
-279,666
17 18
19
20 21