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
751
$52.1M 0.01%
902,002
-192,725
752
$51.9M 0.01%
263,293
-27,291
753
$51.8M 0.01%
758,777
+110,586
754
$51.8M 0.01%
491,397
+75,600
755
$51.8M 0.01%
176,098
+31,490
756
$51.8M 0.01%
940,078
-20,742
757
$51.7M 0.01%
2,606,031
+77,737
758
$51.7M 0.01%
620,971
+406,373
759
$51.6M 0.01%
707,619
-349,177
760
$51.5M 0.01%
1,610,393
-23,044
761
$51.4M 0.01%
3,899,553
+387,594
762
$51.4M 0.01%
899,906
+485,751
763
$51.1M 0.01%
492,226
-30,716
764
$51.1M 0.01%
384,116
+121,557
765
$50.9M 0.01%
32,285
-2,404
766
$50.7M 0.01%
279,229
-35,429
767
$50.7M 0.01%
541,794
+154,637
768
$50.7M 0.01%
1,446,161
+25,529
769
$50.4M 0.01%
1,205,628
+53,489
770
$50.4M 0.01%
701,403
+373,761
771
$50.2M 0.01%
1,869,200
+510,975
772
$50M 0.01%
1,620,742
-223,033
773
$49.7M 0.01%
394,173
-83,586
774
$49.6M 0.01%
1,362,445
+136,201
775
$49.5M 0.01%
1,871,795
+1,597,932
29 30
31
32 33