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
526
$92.4M 0.02%
2,225,331
-9,853
527
$92.3M 0.02%
342,403
-28,318
528
$91.7M 0.02%
433,662
+65,661
529
$91.5M 0.02%
670,414
+174,293
530
$91.2M 0.02%
+387,648
531
$91.1M 0.02%
1,252,010
-13,110
532
$90.9M 0.02%
1,430,370
+11,062
533
$90.8M 0.02%
3,492,100
+3,868
534
$90.8M 0.02%
1,482,009
-12,497
535
$90.8M 0.02%
442,931
-50,135
536
$90.4M 0.02%
597,470
+249,417
537
$90.4M 0.02%
697,007
-58,594
538
$90.2M 0.02%
715,794
-193,343
539
$90.1M 0.02%
818,458
+19,316
540
$89.1M 0.02%
4,292,185
+403,811
541
$88.8M 0.02%
1,280,061
-175,350
542
$88.1M 0.02%
182,854
+16,170
543
$88M 0.02%
354,006
+3,520
544
$87.7M 0.02%
7,678,222
-422,994
545
$87.4M 0.02%
478,997
+116,024
546
$87.2M 0.02%
1,632,353
-215,421
547
$86.6M 0.02%
1,546,160
+280,267
548
$85.4M 0.02%
1,288,009
-88,936
549
$85.2M 0.02%
439,945
-114,228
550
$84.9M 0.02%
4,561,704
-918,892
20 21
22
23 24