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
476
$110M 0.03%
6,033,601
+2,796,332
477
$109M 0.03%
2,078,805
-137,568
478
$109M 0.03%
736,795
+176,357
479
$109M 0.03%
1,442,178
-40,494
480
$109M 0.03%
997,929
+543,708
481
$108M 0.03%
2,062,460
-2,785
482
$108M 0.03%
221,765
+14,934
483
$107M 0.03%
3,636,362
+123,951
484
$107M 0.03%
3,320,233
-106,715
485
$107M 0.03%
3,195,192
+235,874
486
$107M 0.03%
1,039,134
-22,740
487
$106M 0.03%
2,344,577
+367,918
488
$106M 0.03%
1,977,558
-319,462
489
$105M 0.03%
760,950
-19,748
490
$105M 0.03%
533,016
+239,009
491
$105M 0.03%
2,558,412
+293,992
492
$105M 0.03%
452,511
-23,315
493
$105M 0.03%
1,818,006
+269,587
494
$104M 0.03%
739,564
+36,088
495
$104M 0.03%
4,049,376
+338,461
496
$104M 0.03%
2,682,473
+69,631
497
$103M 0.03%
1,009,886
+45,922
498
$103M 0.03%
2,072,555
+4,153
499
$103M 0.03%
2,781,989
+1,464,370
500
$103M 0.03%
630,949
-361,731
18 19
20
21 22