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
651
$64.8M 0.02%
876,133
+47,368
652
$64.8M 0.02%
923,401
+741,993
653
$64.7M 0.02%
499,216
+51,322
654
$64.5M 0.02%
1,288,499
+616,599
655
$64.4M 0.02%
1,328,850
+21,805
656
$64.4M 0.02%
868,154
-4,445
657
$64M 0.02%
45,763
+7,189
658
$63.8M 0.02%
726,996
-1,245,579
659
$63.2M 0.02%
1,025,760
-19,486
660
$63.1M 0.02%
349,638
-36,612
661
$62.9M 0.02%
459,919
-4,419
662
$62.7M 0.02%
388,398
-1,302
663
$62.5M 0.02%
962,426
-22,024
664
$62.5M 0.02%
1,118,638
-36,388
665
$62.2M 0.02%
1,363,789
+67,149
666
$61.9M 0.02%
1,040,315
+5,726
667
$61.7M 0.02%
1,553,694
-6,683
668
$61.2M 0.02%
788,193
-144,280
669
$61.1M 0.02%
1,259,593
-191,206
670
$61.1M 0.02%
816,359
+752,318
671
$61M 0.02%
2,200,454
-17,909
672
$60.9M 0.02%
589,425
-22,103
673
$60.7M 0.02%
272,976
+155,840
674
$60.5M 0.01%
1,158,615
+273,612
675
$60M 0.01%
1,206,132
-7,975
25 26
27
28 29