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
701
$57.7M 0.01%
1,531,814
-62,165
702
$57.6M 0.01%
1,184,412
-828,754
703
$57.3M 0.01%
1,215,204
+126,776
704
$57.3M 0.01%
2,411,362
-87,645
705
$57.1M 0.01%
769,270
+58,693
706
$57.1M 0.01%
325,664
+19,401
707
$56.9M 0.01%
1,825,802
-103,986
708
$56.8M 0.01%
1,316,537
+109,711
709
$56.8M 0.01%
486,979
-25,621
710
$56.5M 0.01%
1,697,001
+195,094
711
$56.5M 0.01%
570,223
+18,545
712
$56.3M 0.01%
741,609
-13,352
713
$56.2M 0.01%
1,509,131
+414,597
714
$56.1M 0.01%
124,996
-34,726
715
$56.1M 0.01%
384,586
+14,288
716
$56M 0.01%
6,487,599
+339,397
717
$55.9M 0.01%
76,196
-361
718
$55.9M 0.01%
743,549
+626,533
719
$55.9M 0.01%
7,508,049
+629,489
720
$55.8M 0.01%
282,654
+19,897
721
$55.7M 0.01%
376,679
+83,511
722
$55.6M 0.01%
1,034,512
-43,293
723
$55.5M 0.01%
935,667
-337,017
724
$55.4M 0.01%
350,764
+73,574
725
$55.3M 0.01%
978,171
+430,339
27 28
29
30 31