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
726
$55.2M 0.01%
3,847,103
-2,368,260
727
$55M 0.01%
6,284,058
-2,084,332
728
$55M 0.01%
2,859,224
+115,730
729
$54.7M 0.01%
842,489
+9,449
730
$54.6M 0.01%
1,241,524
-460
731
$54.4M 0.01%
503,553
+220,450
732
$54.3M 0.01%
1,829,520
-195,186
733
$54.3M 0.01%
2,884,668
-3,180
734
$54.3M 0.01%
92,037
+29,105
735
$53.9M 0.01%
500,684
-58,299
736
$53.9M 0.01%
506,480
+86,473
737
$53.8M 0.01%
5,180,604
-97,343
738
$53.6M 0.01%
658,959
-9,428
739
$53.5M 0.01%
1,197,674
-49,682
740
$53.5M 0.01%
1,489,371
-152,899
741
$53.4M 0.01%
673,742
-21,269
742
$53.3M 0.01%
568,321
+323,420
743
$53.1M 0.01%
548,899
+127,505
744
$52.8M 0.01%
383,630
-62,730
745
$52.8M 0.01%
399,506
-8,659
746
$52.7M 0.01%
2,505,693
+1,442,769
747
$52.6M 0.01%
1,151,293
-140,394
748
$52.5M 0.01%
6,914
+2,321
749
$52.4M 0.01%
239,644
-18,168
750
$52.3M 0.01%
1,151,758
-21,935
28 29
30
31 32