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
1201
$20.7M 0.01%
853,796
+666,419
1202
$20.7M 0.01%
329,527
+63,636
1203
$20.7M 0.01%
582,501
-212,722
1204
$20.6M 0.01%
456,185
+39,797
1205
$20.5M 0.01%
209,204
+5,312
1206
$20.5M 0.01%
1,037,933
+86,502
1207
$20.4M 0.01%
435,414
+40,420
1208
$20.4M 0.01%
562,850
+191,955
1209
$20.4M 0.01%
295,180
+75,866
1210
$20.3M 0.01%
1,117,290
+53,500
1211
$20.2M 0.01%
311,397
-5,053
1212
$20.2M 0.01%
899,304
+14,258
1213
$20.2M 0.01%
144,295
+6,251
1214
$20.2M 0.01%
1,021,202
+1,148
1215
$20.1M 0.01%
903,648
+114,019
1216
$20.1M 0.01%
682,294
+49,063
1217
$20.1M 0.01%
376,404
+11,671
1218
$20.1M 0.01%
392,657
+68,879
1219
$20M 0.01%
233,483
+22,335
1220
$20M ﹤0.01%
+212,013
1221
$20M ﹤0.01%
+570,174
1222
$20M ﹤0.01%
1,730,506
+168,396
1223
$19.9M ﹤0.01%
817,815
-170,058
1224
$19.8M ﹤0.01%
274,985
-857
1225
$19.7M ﹤0.01%
293,585
-45,106
47 48
49
50 51