UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$1.12B
2
+$1.08B
3
+$1.05B
4
NKE icon
Nike
NKE
+$1.03B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$821M

Top Sells

1
+$389M
2
+$383M
3
+$348M
4
PXD
Pioneer Natural Resource Co.
PXD
+$263M
5
NRG icon
NRG Energy
NRG
+$237M

Sector Composition

1 Technology 22.13%
2 Financials 10.25%
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
101
$643M 0.2%
3,532,581
+24,478
102
$631M 0.19%
6,876,830
-1,303,490
103
$630M 0.19%
1,891,686
+44,656
104
$620M 0.19%
2,429,375
+128,055
105
$618M 0.19%
2,708,611
-287,149
106
$599M 0.18%
4,760,524
+378,908
107
$577M 0.18%
18,625,378
-2,637,775
108
$568M 0.17%
3,894,412
+166,083
109
$563M 0.17%
34,718,127
+1,811,922
110
$561M 0.17%
2,039,428
-69,071
111
$560M 0.17%
4,594,365
+572,772
112
$558M 0.17%
3,549,325
+106,070
113
$558M 0.17%
19,951,176
+3,334,517
114
$552M 0.17%
1,291,723
+48,670
115
$550M 0.17%
7,139,924
-638,461
116
$547M 0.17%
2,291,035
-48,493
117
$546M 0.17%
4,774,217
+362,011
118
$533M 0.16%
2,136,306
+4,157
119
$532M 0.16%
12,949,037
-4,291,166
120
$525M 0.16%
13,405,137
+706,409
121
$523M 0.16%
2,690,741
-220,182
122
$522M 0.16%
2,369,081
+219,099
123
$522M 0.16%
2,961,809
+475,757
124
$521M 0.16%
4,731,048
+921,064
125
$520M 0.16%
3,684,804
-82,513
3 4
5
6 7