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
576
$78.7M 0.02%
2,651,471
+1,384,266
577
$78.6M 0.02%
708,147
+134,093
578
$78.1M 0.02%
383,999
-86,124
579
$78.1M 0.02%
590,438
+82,891
580
$78M 0.02%
585,564
+115,011
581
$77.8M 0.02%
150,619
-903
582
$77.7M 0.02%
+1,661,116
583
$77M 0.02%
500,618
+100,593
584
$76.5M 0.02%
1,514,680
+146,156
585
$76.5M 0.02%
1,389,527
-19,499
586
$76.5M 0.02%
1,207,384
+15,044
587
$76.1M 0.02%
1,110,198
-34,554
588
$76.1M 0.02%
733,534
-29,400
589
$76M 0.02%
476,777
-51,796
590
$75.8M 0.02%
394,516
-55,140
591
$75.7M 0.02%
428,754
-45,880
592
$75.5M 0.02%
50,710
+3,613
593
$75.5M 0.02%
4,642,534
-179,510
594
$75.3M 0.02%
3,030,874
+169,725
595
$75.2M 0.02%
350,521
+35,365
596
$75.2M 0.02%
380,988
-4,581
597
$74.8M 0.02%
4,485,139
+1,885,025
598
$74.8M 0.02%
2,051,221
+944,754
599
$74.7M 0.02%
166
+33
600
$74.7M 0.02%
367,691
+1,700
22 23
24
25 26