UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$1.16B 0.29%
3,716,671
-30,939
52
$1.16B 0.29%
5,115,668
+36,102
53
$1.13B 0.28%
4,222,582
+56,503
54
$1.11B 0.28%
2,004,927
+137,142
55
$1.09B 0.27%
6,616,388
+189,629
56
$1.09B 0.27%
6,586,976
+403,514
57
$1.07B 0.26%
4,968,450
+305,554
58
$1.07B 0.26%
4,713,067
+527,819
59
$1.07B 0.26%
6,284,992
+143,032
60
$1.04B 0.26%
1,800,123
+14,658
61
$1.03B 0.26%
2,354,924
-41,471
62
$1.02B 0.25%
25,656,282
+2,907,430
63
$1B 0.25%
2,215,850
+170,360
64
$978M 0.24%
3,223,869
-205,722
65
$968M 0.24%
9,963,250
+1,191,232
66
$910M 0.22%
6,646,749
+438,334
67
$905M 0.22%
9,017,773
-477,576
68
$869M 0.21%
3,684,435
-221,071
69
$864M 0.21%
3,961,398
+56,328
70
$858M 0.21%
4,413,151
-699,710
71
$857M 0.21%
9,259,576
-48,004
72
$853M 0.21%
9,296,627
-544,961
73
$853M 0.21%
10,883,946
-34,423
74
$849M 0.21%
15,854,214
-12,090
75
$842M 0.21%
8,672,130
-723,014
1 2
3
4 5