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
1101
$24.6M 0.01%
231,775
+59,629
1102
$24.6M 0.01%
1,290,126
+535,142
1103
$24.6M 0.01%
153,732
-547
1104
$24.5M 0.01%
344,233
-1,905
1105
$24.5M 0.01%
308,515
-7,872
1106
$24.4M 0.01%
533,986
+54,103
1107
$24.4M 0.01%
251,518
-8,589
1108
$24.4M 0.01%
1,772,730
-100,286
1109
$24.4M 0.01%
1,735,756
-114,568
1110
$24.4M 0.01%
1,804,257
+225
1111
$24.3M 0.01%
1,290,389
-56,858
1112
$24.3M 0.01%
4,812,999
-58,694
1113
$24.2M 0.01%
59,790
+4,716
1114
$24.2M 0.01%
346,209
-4,452
1115
$24.2M 0.01%
230,388
+47,920
1116
$24.1M 0.01%
89,036
+7,233
1117
$24.1M 0.01%
985,645
-459,410
1118
$24M 0.01%
913,741
+2,265
1119
$24M 0.01%
654,902
-29,416
1120
$24M 0.01%
229,149
-6,543
1121
$23.9M 0.01%
409,128
+55,555
1122
$23.9M 0.01%
487,043
+10,564
1123
$23.8M 0.01%
320,149
+114,232
1124
$23.8M 0.01%
5,724,462
+1,622,827
1125
$23.8M 0.01%
535,430
+1,138
43 44
45
46 47