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
126
$519M 0.13%
3,507,762
+276,699
127
$518M 0.13%
1,573,345
+177,591
128
$517M 0.13%
3,253,938
-130,367
129
$515M 0.13%
+10,925,731
130
$512M 0.13%
8,627,136
+1,443,349
131
$492M 0.12%
1,283,727
+230,745
132
$489M 0.12%
8,543,979
+513,136
133
$477M 0.12%
1,276,232
+135,608
134
$469M 0.12%
6,459,337
+436,077
135
$469M 0.12%
11,026,725
+373,309
136
$465M 0.11%
918,843
+30,798
137
$465M 0.11%
8,526,693
+866,642
138
$462M 0.11%
7,375,746
+1,321,046
139
$461M 0.11%
4,105,276
+69,397
140
$460M 0.11%
24,061,204
+3,655,900
141
$456M 0.11%
8,309,780
-50,508
142
$453M 0.11%
6,439,695
-264,135
143
$452M 0.11%
5,072,268
+1,057,140
144
$451M 0.11%
2,478,578
+126,521
145
$449M 0.11%
10,549,392
-585,536
146
$442M 0.11%
27,732,969
+1,364,817
147
$437M 0.11%
1,718,664
+261,174
148
$434M 0.11%
5,316,342
-38,734
149
$432M 0.11%
8,566,121
-51,926
150
$430M 0.11%
5,740,919
+2,404,515
4 5
6
7 8