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
601
$74.6M 0.02%
697,473
-6,889
602
$74.3M 0.02%
2,596,010
+416,980
603
$74.1M 0.02%
3,332,693
+467,762
604
$73.7M 0.02%
2,390,628
+872,112
605
$73.6M 0.02%
1,928,372
+106,971
606
$73.3M 0.02%
805,173
+38,435
607
$73.3M 0.02%
2,008,130
+136,774
608
$73M 0.02%
647,128
-8,341
609
$72.9M 0.02%
1,492,960
-21,426
610
$72.5M 0.02%
1,018,880
+608,655
611
$72.4M 0.02%
349,970
-74,522
612
$72.2M 0.02%
1,885,568
+153,925
613
$72.1M 0.02%
1,635,799
+9,726
614
$72M 0.02%
978,870
-5,071
615
$71.8M 0.02%
461,713
-23,564
616
$71.7M 0.02%
2,240,246
+1,967,062
617
$71.6M 0.02%
2,369,116
+200,196
618
$71.3M 0.02%
318,669
-40,907
619
$71.3M 0.02%
2,837,199
-78,184
620
$71.1M 0.02%
3,003,757
-156,760
621
$70.3M 0.02%
695,509
+50,938
622
$70.2M 0.02%
2,431,707
-260,701
623
$70.1M 0.02%
530,878
-46,916
624
$70M 0.02%
732,463
+542,953
625
$69.8M 0.02%
791,929
-57,946
23 24
25
26 27