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
1001
$30.2M 0.01%
336,678
-1,599
1002
$30.2M 0.01%
485,330
+31,847
1003
$30.1M 0.01%
749,032
+20,083
1004
$30.1M 0.01%
344,649
+73,900
1005
$30M 0.01%
1,649,803
-89,390
1006
$30M 0.01%
925,812
-44,699
1007
$29.9M 0.01%
668,268
+202,280
1008
$29.9M 0.01%
1,699,121
+774,019
1009
$29.7M 0.01%
619,481
+22,826
1010
$29.7M 0.01%
451,417
-16,747
1011
$29.6M 0.01%
386,533
+289,969
1012
$29.6M 0.01%
971,006
-144,177
1013
$29.5M 0.01%
120,758
+94,198
1014
$29.5M 0.01%
589,021
-62,801
1015
$29.4M 0.01%
351,914
-35,643
1016
$29.2M 0.01%
2,080,822
-801,638
1017
$29.2M 0.01%
1,952,763
+558,436
1018
$29.1M 0.01%
1,149,811
+382,504
1019
$29M 0.01%
1,799,584
+321,355
1020
$29M 0.01%
267,761
+111,610
1021
$28.9M 0.01%
310,156
-115,100
1022
$28.8M 0.01%
504,250
+9,218
1023
$28.8M 0.01%
565,086
+172,663
1024
$28.7M 0.01%
69,766
+18,471
1025
$28.7M 0.01%
369,382
-397,823
39 40
41
42 43