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
776
$49.4M 0.01%
455,370
-92,053
777
$49.3M 0.01%
1,366,484
+160,194
778
$48.9M 0.01%
1,082,257
-23,526
779
$48.8M 0.01%
308,451
-106,560
780
$48.5M 0.01%
1,693,167
-282,469
781
$48.5M 0.01%
173,240
+47,825
782
$48.5M 0.01%
285,316
+29,010
783
$48.4M 0.01%
2,415,203
+176,629
784
$48.4M 0.01%
506,447
-38,656
785
$48.2M 0.01%
1,696,929
+29,181
786
$47.9M 0.01%
214,335
+101,929
787
$47.7M 0.01%
515,382
-10,618
788
$47.7M 0.01%
2,288,403
+78,619
789
$47.6M 0.01%
929,487
+3,293
790
$47.5M 0.01%
242,023
-606
791
$47.4M 0.01%
2,155,069
+100,375
792
$47.4M 0.01%
1,998,487
+74,738
793
$47.4M 0.01%
1,546,491
+9,333
794
$46.9M 0.01%
932,454
-57,808
795
$46.8M 0.01%
572,605
-10,663
796
$46.7M 0.01%
3,288,305
+324,988
797
$46.6M 0.01%
1,944,163
-429,240
798
$46.6M 0.01%
320,052
-24,486
799
$46.4M 0.01%
1,167,509
-236,222
800
$46.4M 0.01%
388,924
+6,525
30 31
32
33 34