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
1251
$19.1M ﹤0.01%
1,017,616
+584,960
1252
$19.1M ﹤0.01%
896,099
-932,831
1253
$19.1M ﹤0.01%
359,382
+85,326
1254
$19M ﹤0.01%
2,855,850
-15,914
1255
$19M ﹤0.01%
133,168
+50,940
1256
$19M ﹤0.01%
716,003
-43,253
1257
$19M ﹤0.01%
200,768
+1,134
1258
$19M ﹤0.01%
456,666
+40,596
1259
$19M ﹤0.01%
1,203,531
-1,964
1260
$19M ﹤0.01%
393,664
-69,266
1261
$19M ﹤0.01%
481,142
-12,585
1262
$19M ﹤0.01%
511,069
+2,718
1263
$18.9M ﹤0.01%
1,083,888
-96,955
1264
$18.8M ﹤0.01%
372,681
-5,568
1265
$18.8M ﹤0.01%
505,821
-135,088
1266
$18.8M ﹤0.01%
4,311,923
+841,874
1267
$18.7M ﹤0.01%
505,867
+95,658
1268
$18.7M ﹤0.01%
192,709
+56,733
1269
$18.7M ﹤0.01%
59,499
+6,731
1270
$18.6M ﹤0.01%
355,733
+24,403
1271
$18.6M ﹤0.01%
205,703
-8,827
1272
$18.6M ﹤0.01%
137,767
+63,925
1273
$18.5M ﹤0.01%
183,413
+14,640
1274
$18.5M ﹤0.01%
455,175
+63,576
1275
$18.5M ﹤0.01%
469,976
-25,776
49 50
51
52 53