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
626
$69.3M 0.02%
6,205,139
+4,144,591
627
$69.3M 0.02%
2,564,594
-2,861,804
628
$69.3M 0.02%
3,611,556
+12,596
629
$69.2M 0.02%
263,988
+9,897
630
$69.1M 0.02%
648,518
-278,398
631
$69M 0.02%
465,050
-199,002
632
$68.7M 0.02%
4,082,088
-102,135
633
$68.7M 0.02%
594,571
+146,933
634
$68.6M 0.02%
874,505
-67,441
635
$68.5M 0.02%
1,293,745
+198,106
636
$68.3M 0.02%
1,845,158
+180,566
637
$68.1M 0.02%
3,404,310
-241,551
638
$67.4M 0.02%
2,616,120
+875,647
639
$67.3M 0.02%
798,065
+89,275
640
$67.3M 0.02%
+1,773,137
641
$67.2M 0.02%
3,497,178
+79,612
642
$66.5M 0.02%
2,406,149
+882,126
643
$66.4M 0.02%
641,670
-18,134
644
$66.1M 0.02%
5,095,287
+1,271,006
645
$66M 0.02%
562,109
+2,683
646
$66M 0.02%
1,591,729
+284,011
647
$65.8M 0.02%
585,640
-13,010
648
$65.3M 0.02%
1,160,750
+111,831
649
$65M 0.02%
202,092
+30,545
650
$64.9M 0.02%
1,578,365
+455,829
24 25
26
27 28