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
1476
$12.8M ﹤0.01%
2,945,202
+121,383
1477
$12.8M ﹤0.01%
458,702
+3,736
1478
$12.7M ﹤0.01%
469,179
-987,989
1479
$12.7M ﹤0.01%
184,974
+8,439
1480
$12.7M ﹤0.01%
458,393
-1,413,949
1481
$12.7M ﹤0.01%
778,384
+17,258
1482
$12.6M ﹤0.01%
269,058
-75,050
1483
$12.6M ﹤0.01%
639,801
+378,465
1484
$12.6M ﹤0.01%
497,442
+107,202
1485
$12.5M ﹤0.01%
260,476
-109,704
1486
$12.5M ﹤0.01%
250,519
+116,216
1487
$12.5M ﹤0.01%
79,754
-17,230
1488
$12.5M ﹤0.01%
53,175
+13,750
1489
$12.5M ﹤0.01%
356,463
+64,249
1490
$12.4M ﹤0.01%
300,239
+132,523
1491
$12.4M ﹤0.01%
66,644
-9,103
1492
$12.4M ﹤0.01%
1,121,582
+45,520
1493
$12.4M ﹤0.01%
1,649,050
+976,619
1494
$12.3M ﹤0.01%
3,563,379
-206,250
1495
$12.3M ﹤0.01%
377,026
+3,148
1496
$12.3M ﹤0.01%
464,228
+32,168
1497
$12.3M ﹤0.01%
5,985,466
+1,201,500
1498
$12.3M ﹤0.01%
344,830
+1,590
1499
$12.2M ﹤0.01%
59,356
+5,464
1500
$12.2M ﹤0.01%
992,782
+455,124
58 59
60
61 62