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
851
$41.4M 0.01%
1,204,820
+41,381
852
$41.4M 0.01%
113,272
+42,304
853
$41.3M 0.01%
1,849,830
+239,844
854
$41.3M 0.01%
1,546,037
+202,516
855
$41.2M 0.01%
204,910
-21,830
856
$41.1M 0.01%
1,069,348
+59,054
857
$41M 0.01%
1,747,322
+477,554
858
$41M 0.01%
494,846
-3,974
859
$40.6M 0.01%
235,807
+97,546
860
$40.6M 0.01%
547,388
+11,858
861
$40.6M 0.01%
1,410,687
-45,853
862
$40.5M 0.01%
1,002,149
+32,177
863
$40.4M 0.01%
656,534
-201,306
864
$40.3M 0.01%
997,442
+691,037
865
$40.3M 0.01%
604,025
+147,634
866
$40.1M 0.01%
310,034
+46,456
867
$40.1M 0.01%
445,580
-123,332
868
$40.1M 0.01%
2,415,338
-966,305
869
$40.1M 0.01%
493,063
-3,672
870
$39.9M 0.01%
822,483
-196,774
871
$39.8M 0.01%
1,647,539
+137,433
872
$39.8M 0.01%
164,179
+459
873
$39.8M 0.01%
1,107,320
+7,388
874
$39.8M 0.01%
387,388
+64,627
875
$39.8M 0.01%
108,957
+28,667
33 34
35
36 37