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
1176
$21.8M 0.01%
1,746,594
-25,836
1177
$21.7M 0.01%
56,815
+33,666
1178
$21.6M 0.01%
1,493,982
-95,416
1179
$21.6M 0.01%
580,010
+158,119
1180
$21.6M 0.01%
668,314
+192,165
1181
$21.5M 0.01%
416,163
-10,143
1182
$21.5M 0.01%
881,385
-97,196
1183
$21.5M 0.01%
948,005
+71,705
1184
$21.5M 0.01%
1,078,702
-77,209
1185
$21.4M 0.01%
219,175
-21,270
1186
$21.4M 0.01%
286,544
-10,565
1187
$21.4M 0.01%
106,818
+21,950
1188
$21.3M 0.01%
365,487
+72,073
1189
$21.2M 0.01%
715,906
+252,646
1190
$21.2M 0.01%
252,274
+52,004
1191
$21.2M 0.01%
119,398
+19,847
1192
$21.1M 0.01%
2,059,905
+265,235
1193
$21.1M 0.01%
840,371
-8,547
1194
$21M 0.01%
509,645
-43,874
1195
$21M 0.01%
494,212
+274,926
1196
$20.9M 0.01%
+394,908
1197
$20.9M 0.01%
284,602
+129,959
1198
$20.9M 0.01%
176,111
+105,333
1199
$20.9M 0.01%
325,258
-51,581
1200
$20.8M 0.01%
1,473,122
-1,260,493
46 47
48
49 50