UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$1.12B
2
+$1.08B
3
+$1.05B
4
NKE icon
Nike
NKE
+$1.03B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$821M

Top Sells

1
+$389M
2
+$383M
3
+$348M
4
PXD
Pioneer Natural Resource Co.
PXD
+$263M
5
NRG icon
NRG Energy
NRG
+$237M

Sector Composition

1 Technology 22.13%
2 Financials 10.25%
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
26
$1.72B 0.53%
8,692,068
+644,389
27
$1.71B 0.52%
23,482,302
-430,125
28
$1.65B 0.51%
3,299,072
+66,673
29
$1.62B 0.5%
10,348,978
+1,364,432
30
$1.56B 0.48%
2,842,622
-118,981
31
$1.54B 0.47%
24,258,326
+606,154
32
$1.51B 0.46%
10,307,830
+275,196
33
$1.5B 0.46%
3,396,946
+336,453
34
$1.46B 0.45%
5,742,747
+96,780
35
$1.44B 0.44%
7,218,676
+493,021
36
$1.41B 0.43%
29,765,922
-939,858
37
$1.38B 0.42%
18,325,703
+11,046,698
38
$1.38B 0.42%
2,495,843
+205,653
39
$1.37B 0.42%
8,472,064
+994,687
40
$1.32B 0.41%
5,466,343
-319,901
41
$1.32B 0.41%
5,142,237
-158,927
42
$1.31B 0.4%
26,559,305
-53,322
43
$1.29B 0.4%
7,431,781
+1,266,908
44
$1.29B 0.4%
19,073,425
+1,650,488
45
$1.29B 0.39%
21,966,508
-37,263
46
$1.19B 0.37%
8,450,230
+1,574,648
47
$1.19B 0.37%
11,176,813
+76,259
48
$1.19B 0.37%
16,781,527
+2,318,223
49
$1.18B 0.36%
6,750,643
-326,388
50
$1.18B 0.36%
6,448,279
+17,925
1
2
3 4 5