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
551
$84.7M 0.02%
1,658,996
+43,424
552
$84.7M 0.02%
1,784,823
+87,794
553
$84.1M 0.02%
972,869
+352,657
554
$83.4M 0.02%
929,321
+106,681
555
$83.3M 0.02%
3,124,973
+128,180
556
$83.3M 0.02%
872,477
+16,108
557
$83.2M 0.02%
3,582,091
-337,380
558
$83.1M 0.02%
3,927,151
+1,007,763
559
$83.1M 0.02%
2,527,381
+812,750
560
$83M 0.02%
644,746
+107,840
561
$83M 0.02%
2,734,351
+145,943
562
$83M 0.02%
1,662,230
+211,233
563
$82.8M 0.02%
937,638
+11,718
564
$82.5M 0.02%
1,090,148
-42,457
565
$82.4M 0.02%
838,383
+33,430
566
$82.4M 0.02%
3,026,975
-295,022
567
$82.4M 0.02%
823,096
-62,553
568
$82.2M 0.02%
3,464,642
+87,846
569
$82.1M 0.02%
1,046,067
+159,174
570
$81.7M 0.02%
1,165,184
+9,380
571
$81.3M 0.02%
1,238,737
-90,135
572
$80.7M 0.02%
1,425,909
+539,283
573
$80.3M 0.02%
1,403,731
-180,793
574
$79.7M 0.02%
2,881,127
-74,107
575
$78.9M 0.02%
1,822,094
+154,509
21 22
23
24 25