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
926
$35.7M 0.01%
385,365
-78,039
927
$35.6M 0.01%
1,372,565
-7,550
928
$35.6M 0.01%
119,616
+9,939
929
$35.4M 0.01%
355,047
+15,635
930
$35.1M 0.01%
+518,114
931
$35.1M 0.01%
634,188
-20,485
932
$35M 0.01%
530,278
+22,820
933
$34.9M 0.01%
533,703
+22,571
934
$34.8M 0.01%
635,854
+6,910
935
$34.8M 0.01%
487,387
-87,746
936
$34.8M 0.01%
1,546,544
-108,169
937
$34.7M 0.01%
367,239
-421
938
$34.7M 0.01%
367,792
-10,872
939
$34.6M 0.01%
346,283
+7,831
940
$34.6M 0.01%
1,175,287
+321,217
941
$34.6M 0.01%
2,681,716
-90,964
942
$34.6M 0.01%
90,681
-7,273
943
$34.5M 0.01%
1,750,122
+1,541,812
944
$34.2M 0.01%
695,954
+187,436
945
$34.2M 0.01%
147,558
+6,443
946
$34.2M 0.01%
474,601
-23,242
947
$34.2M 0.01%
1,049,699
+24,369
948
$33.9M 0.01%
1,285,120
+585,185
949
$33.9M 0.01%
324,655
+1,329
950
$33.8M 0.01%
121,071
+46,396
36 37
38
39 40