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
501
$102M 0.03%
+1,786,280
502
$102M 0.03%
2,940,514
+906,589
503
$102M 0.03%
2,187,398
-398,906
504
$101M 0.03%
1,403,384
+117,334
505
$100M 0.02%
1,131,143
-233,408
506
$99.9M 0.02%
1,850,110
-165,580
507
$99.8M 0.02%
1,389,580
+227,294
508
$99.1M 0.02%
730,854
-44,259
509
$99.1M 0.02%
441,323
+19,994
510
$99M 0.02%
626,071
+76,374
511
$98.8M 0.02%
979,696
-35,678
512
$98M 0.02%
1,902,438
-18,391
513
$97.1M 0.02%
669,554
+59,585
514
$96.7M 0.02%
2,861,275
+626,440
515
$96.4M 0.02%
548,319
-21,646
516
$96.3M 0.02%
117,178
-51,357
517
$95.8M 0.02%
2,734,389
-134,815
518
$95.7M 0.02%
359,266
+74,449
519
$95.5M 0.02%
772,285
+461,187
520
$95.3M 0.02%
689,036
+108,684
521
$94.5M 0.02%
2,420,836
-38,210
522
$94.3M 0.02%
1,054,958
+124,070
523
$93.9M 0.02%
1,553,934
-498,389
524
$93.3M 0.02%
1,185,390
-3,576
525
$93.2M 0.02%
954,186
+75,101
19 20
21
22 23