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
801
$46.2M 0.01%
811,456
-44,250
802
$46.1M 0.01%
1,624,963
-461,936
803
$46M 0.01%
368,773
-153,423
804
$45.8M 0.01%
1,313,947
-315,594
805
$45.8M 0.01%
901,235
+317,223
806
$45.7M 0.01%
396,754
-3,197
807
$45.3M 0.01%
272,626
+68,031
808
$45.1M 0.01%
3,730,529
+765,380
809
$45M 0.01%
2,847,952
-127,590
810
$44.9M 0.01%
861,951
+320,471
811
$44.7M 0.01%
1,772,848
-136,788
812
$44.7M 0.01%
1,573,349
+1,453,932
813
$44.7M 0.01%
251,191
-19,362
814
$44.4M 0.01%
1,230,955
+72,014
815
$44.3M 0.01%
1,322,467
-14,060
816
$44.1M 0.01%
1,018,318
+2,727
817
$44.1M 0.01%
327,120
+14,765
818
$44M 0.01%
1,135,961
-32,812
819
$44M 0.01%
1,779,987
-100,050
820
$43.9M 0.01%
992,053
+264,830
821
$43.8M 0.01%
453,378
+6,319
822
$43.8M 0.01%
2,351,408
-3,081
823
$43.7M 0.01%
923,122
-21,061
824
$43.7M 0.01%
306,406
-99,877
825
$43.7M 0.01%
228,123
+51,366
31 32
33
34 35