We are live on ! Find out more
UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.41%
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
+$1.12B
2
+$1.08B
3
+$1.05B
4
NKE icon
Nike
NKE
+$1.03B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$821M

Top Sells

1
+$389M
2
+$383M
3
+$348M
4
PXD
Pioneer Natural Resource Co.
PXD
+$263M
5
NRG icon
NRG Energy
NRG
+$237M

Sector Composition

1 Technology 22.13%
2 Financials 10.25%
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
8426
– –
-557
8427
– –
-4,089
8428
– –
-8,962
8429
– –
-55
8430
– –
-16,218
8431
– –
-250
8432
– –
-27
8433
– –
-3,333
8434
– –
-6,356
8435
– –
-500
8436
– –
-9
8437
– –
-4,934
8438
– –
-9,315
8439
– –
-45,436
8440
– –
-201,000
8441
– –
-48
8442
– –
-98
8443
– –
-818
8444
– –
-2,385
8445
– –
-21
8446
– –
-34
8447
– –
-78
8448
– –
-950
8449
– –
-88
8450
– –
-34
336 337
338
339 340