UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$840M 0.21%
8,460,710
+1,795,039
77
$828M 0.2%
3,931,712
+355,149
78
$812M 0.2%
3,801,188
-432,684
79
$804M 0.2%
1,190,950
+112,123
80
$801M 0.2%
1,713,903
+49,072
81
$797M 0.2%
6,058,183
-188,653
82
$779M 0.19%
3,116,333
+120,797
83
$778M 0.19%
988,000
+84,065
84
$776M 0.19%
7,466,230
-381,500
85
$753M 0.19%
4,409,940
+111,478
86
$749M 0.19%
17,113,260
-346,530
87
$745M 0.18%
1,674,921
+198,961
88
$737M 0.18%
17,872,818
+1,228,935
89
$732M 0.18%
6,648,472
+897,018
90
$724M 0.18%
5,845,522
-16,781
91
$700M 0.17%
4,047,402
+224,285
92
$697M 0.17%
3,435,543
-1,108,767
93
$697M 0.17%
10,650,746
+1,037,319
94
$691M 0.17%
7,583,136
-594,007
95
$672M 0.17%
2,143,459
+413,152
96
$665M 0.16%
1,011,758
+38,461
97
$655M 0.16%
2,827,671
+45,172
98
$653M 0.16%
1,464,838
+151,737
99
$652M 0.16%
6,127,210
-332,550
100
$649M 0.16%
8,332,924
-1,551,121
2 3
4
5 6