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
676
$59.9M 0.01%
798,654
+31,508
677
$59.8M 0.01%
2,496,503
-461,529
678
$59.5M 0.01%
744,384
+86,680
679
$59.4M 0.01%
187,954
-12,798
680
$59.4M 0.01%
227,123
+65,964
681
$59.3M 0.01%
217,765
-59,822
682
$59M 0.01%
1,905,906
-21,106
683
$59M 0.01%
5,109,209
-39,317
684
$58.9M 0.01%
389,095
+102,481
685
$58.8M 0.01%
1,192,926
-57,233
686
$58.7M 0.01%
550,018
+48,532
687
$58.7M 0.01%
614,971
+96,686
688
$58.7M 0.01%
1,153,226
+89,489
689
$58.6M 0.01%
2,556,040
+724,635
690
$58.4M 0.01%
912,293
+164,185
691
$58.4M 0.01%
2,442,748
+968,025
692
$58.2M 0.01%
1,634,822
+283,198
693
$58.2M 0.01%
1,586,455
+155,179
694
$58.1M 0.01%
648,092
-352,805
695
$58.1M 0.01%
592,575
+42,679
696
$58M 0.01%
782,197
-170,486
697
$57.9M 0.01%
647,124
-33,032
698
$57.8M 0.01%
494,355
-1,823
699
$57.8M 0.01%
2,539,879
+1,161,647
700
$57.7M 0.01%
1,722,081
-17,835
26 27
28
29 30