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
976
$32.1M 0.01%
2,217,353
-907,358
977
$32M 0.01%
654,182
-6,906
978
$32M 0.01%
261,174
-2,954
979
$32M 0.01%
1,425,275
-36,441
980
$31.9M 0.01%
840,930
+54,665
981
$31.9M 0.01%
1,601,698
+125,500
982
$31.7M 0.01%
385,542
-4,670,897
983
$31.6M 0.01%
473,953
+32,863
984
$31.5M 0.01%
431,392
+20,610
985
$31.3M 0.01%
5,897,062
-678,452
986
$31M 0.01%
440,398
-8,973
987
$31M 0.01%
57,894
-5,562
988
$30.9M 0.01%
2,302,912
+243,068
989
$30.9M 0.01%
992,441
+258,285
990
$30.8M 0.01%
200,288
-32,242
991
$30.8M 0.01%
699,106
+496,386
992
$30.7M 0.01%
2,018,459
+963,801
993
$30.6M 0.01%
416,025
-1,085
994
$30.5M 0.01%
616,700
-2,535
995
$30.4M 0.01%
2,463,320
-27,820
996
$30.4M 0.01%
1,211,289
+22,166
997
$30.4M 0.01%
174,886
+30,252
998
$30.4M 0.01%
305,325
-913
999
$30.3M 0.01%
146,442
+25,295
1000
$30.2M 0.01%
1,048,883
+146,600
38 39
40
41 42