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
826
$43.6M 0.01%
316,927
+81,301
827
$43.6M 0.01%
485,836
+53,680
828
$43.6M 0.01%
1,185,557
+583,531
829
$43.5M 0.01%
407,634
+12,344
830
$43.5M 0.01%
567,375
+93,970
831
$43.4M 0.01%
675,132
+193,367
832
$43.3M 0.01%
1,215,490
+134,938
833
$43.2M 0.01%
365,892
+23,592
834
$43M 0.01%
370,621
-97,275
835
$43M 0.01%
605,670
-285,072
836
$43M 0.01%
574,694
-64,879
837
$42.9M 0.01%
1,660,086
+665,049
838
$42.9M 0.01%
313,104
-6,274
839
$42.8M 0.01%
2,277,175
+10,572
840
$42.5M 0.01%
360,258
-184,379
841
$42.4M 0.01%
412,564
-17,877
842
$42.4M 0.01%
231,606
+52,016
843
$42.3M 0.01%
770,534
-297,117
844
$42.3M 0.01%
1,388,713
+36,233
845
$42M 0.01%
222,877
+79,506
846
$42M 0.01%
191,474
-91,325
847
$42M 0.01%
250,638
+57,776
848
$41.9M 0.01%
3,931,508
+14,665
849
$41.8M 0.01%
399,870
+2,578
850
$41.6M 0.01%
287,127
-17,407
32 33
34
35 36