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
901
$37.5M 0.01%
354,030
+99,642
902
$37.4M 0.01%
155,721
+11,563
903
$37.2M 0.01%
2,082,441
+1,140,694
904
$37.2M 0.01%
419,319
+6,731
905
$37.1M 0.01%
1,341,020
-34,545
906
$37.1M 0.01%
2,624,472
+1,155,148
907
$37.1M 0.01%
73,739
-52,013
908
$37M 0.01%
977,411
+230,244
909
$37M 0.01%
615,172
+47,506
910
$36.9M 0.01%
1,479,619
-132,120
911
$36.9M 0.01%
2,086,441
-10,301
912
$36.8M 0.01%
513,047
-56,340
913
$36.7M 0.01%
411,602
-31,010
914
$36.7M 0.01%
3,235,675
+2,408,930
915
$36.6M 0.01%
2,745,543
-58,250
916
$36.5M 0.01%
897,604
-219,741
917
$36.4M 0.01%
905,583
+301,578
918
$36.3M 0.01%
125,344
+65,454
919
$36.2M 0.01%
1,933,105
-24,239
920
$36.1M 0.01%
601,839
+9,389
921
$35.9M 0.01%
203,041
+13,174
922
$35.8M 0.01%
1,795,466
+84,046
923
$35.8M 0.01%
290,132
-7,539
924
$35.8M 0.01%
596,809
+174,894
925
$35.8M 0.01%
603,419
+21,653
35 36
37
38 39