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
951
$33.7M 0.01%
1,410,890
-233,167
952
$33.6M 0.01%
1,355,430
-39,938
953
$33.6M 0.01%
589,159
-31,582
954
$33.5M 0.01%
156,146
+17,743
955
$33.4M 0.01%
993,471
+43,434
956
$33.4M 0.01%
115,147
+11,103
957
$33.4M 0.01%
1,502,277
-33,439
958
$33.3M 0.01%
995,932
-111,264
959
$33M 0.01%
105,233
+4,852
960
$33M 0.01%
677,090
+2,295
961
$32.9M 0.01%
2,803,909
+68,380
962
$32.9M 0.01%
397,102
+19,931
963
$32.8M 0.01%
553,949
+130,896
964
$32.8M 0.01%
99,498
+10,377
965
$32.8M 0.01%
481,364
-33,258
966
$32.7M 0.01%
2,013,135
-185,067
967
$32.6M 0.01%
517,888
+23,220
968
$32.6M 0.01%
281,836
+38,381
969
$32.5M 0.01%
964,503
+10,924
970
$32.5M 0.01%
1,452,232
+42,650
971
$32.5M 0.01%
251,233
+7,222
972
$32.4M 0.01%
688,220
-129,316
973
$32.4M 0.01%
271,178
+16,114
974
$32.2M 0.01%
78,940
-42,839
975
$32.2M 0.01%
633,671
-59,868
37 38
39
40 41