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
1276
$18.5M ﹤0.01%
729,838
+70,868
1277
$18.5M ﹤0.01%
2,872,010
+2,847,625
1278
$18.5M ﹤0.01%
322,229
-445
1279
$18.4M ﹤0.01%
1,028,120
-166,081
1280
$18.4M ﹤0.01%
367,203
-3,582
1281
$18.4M ﹤0.01%
357,826
-29,737
1282
$18.3M ﹤0.01%
718,942
+586
1283
$18.3M ﹤0.01%
219,046
+166,291
1284
$18.2M ﹤0.01%
673,318
-10,653
1285
$18.2M ﹤0.01%
10,816
+1,287
1286
$18.2M ﹤0.01%
158,485
+2,580
1287
$18.1M ﹤0.01%
429,145
+167,214
1288
$18.1M ﹤0.01%
687,310
+59,496
1289
$18.1M ﹤0.01%
317,929
+53,610
1290
$18M ﹤0.01%
610,351
+39,137
1291
$18M ﹤0.01%
669,146
+217,187
1292
$18M ﹤0.01%
282,054
+170,864
1293
$18M ﹤0.01%
+967,336
1294
$17.9M ﹤0.01%
121,623
-483,877
1295
$17.9M ﹤0.01%
1,097,080
-18,967
1296
$17.9M ﹤0.01%
1,894,683
+26,340
1297
$17.9M ﹤0.01%
192,311
+6,513
1298
$17.8M ﹤0.01%
1,647,648
+26,240
1299
$17.8M ﹤0.01%
777,150
+64,044
1300
$17.7M ﹤0.01%
392,279
+4,334
50 51
52
53 54