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
1426
$14M ﹤0.01%
193,897
+67,482
1427
$14M ﹤0.01%
405,346
+2,859
1428
$14M ﹤0.01%
284,704
-22,496
1429
$13.9M ﹤0.01%
388,242
+9,043
1430
$13.8M ﹤0.01%
475,357
+258,772
1431
$13.8M ﹤0.01%
117,113
+2,902
1432
$13.8M ﹤0.01%
573,782
-48,731
1433
$13.8M ﹤0.01%
1,733,284
-67,489
1434
$13.8M ﹤0.01%
206,536
+5,995
1435
$13.8M ﹤0.01%
352,242
+70,238
1436
$13.7M ﹤0.01%
65,249
+8,741
1437
$13.7M ﹤0.01%
26,602
+1,660
1438
$13.7M ﹤0.01%
912,626
+648,358
1439
$13.7M ﹤0.01%
3,611,389
+135,220
1440
$13.6M ﹤0.01%
1,248,481
-109,299
1441
$13.6M ﹤0.01%
365,352
-10,338
1442
$13.6M ﹤0.01%
562,078
+389,703
1443
$13.6M ﹤0.01%
234,238
-202,372
1444
$13.6M ﹤0.01%
+619,720
1445
$13.5M ﹤0.01%
931,786
-1,169
1446
$13.4M ﹤0.01%
+250,368
1447
$13.4M ﹤0.01%
213,954
-9,805
1448
$13.4M ﹤0.01%
693,738
+622,904
1449
$13.4M ﹤0.01%
121,879
+3,041
1450
$13.4M ﹤0.01%
313,912
-10,222
56 57
58
59 60