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
1026
$28.6M 0.01%
731,994
-127,256
1027
$28.6M 0.01%
1,074,259
+27,116
1028
$28.5M 0.01%
206,043
-37,097
1029
$28.5M 0.01%
1,200,519
+369,289
1030
$28.4M 0.01%
73,189
-47,556
1031
$28.4M 0.01%
396,788
-212,319
1032
$28.2M 0.01%
450,542
-133,820
1033
$28.2M 0.01%
114,515
+3,755
1034
$28.1M 0.01%
502,223
+91,379
1035
$28.1M 0.01%
1,284,601
-48
1036
$28M 0.01%
914,705
+25,847
1037
$27.7M 0.01%
287,196
-8,441
1038
$27.7M 0.01%
779,211
+201,309
1039
$27.7M 0.01%
1,092,314
-7,232
1040
$27.7M 0.01%
147,016
+7,254
1041
$27.6M 0.01%
273,449
-116,187
1042
$27.6M 0.01%
502,034
-245
1043
$27.6M 0.01%
424,173
-166,544
1044
$27.6M 0.01%
948,513
+295,874
1045
$27.6M 0.01%
1,911,661
+718,850
1046
$27.6M 0.01%
2,165,768
+677,993
1047
$27.6M 0.01%
283,994
+39,072
1048
$27.4M 0.01%
329,022
-17,089
1049
$27.4M 0.01%
697,467
-213,331
1050
$27.3M 0.01%
450,853
+46,741
40 41
42
43 44