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
1501
$12.1M ﹤0.01%
76,350
+40,258
1502
$12.1M ﹤0.01%
477,219
+135,033
1503
$12.1M ﹤0.01%
112,023
+21,496
1504
$12.1M ﹤0.01%
106,631
+8,898
1505
$12.1M ﹤0.01%
39,548
+18,566
1506
$12M ﹤0.01%
1,260,956
-223,550
1507
$12M ﹤0.01%
392,074
-257,335
1508
$12M ﹤0.01%
151,520
+1,667
1509
$12M ﹤0.01%
1,839,799
-1,187,916
1510
$11.9M ﹤0.01%
49,778
+7,060
1511
$11.9M ﹤0.01%
291,457
-14,084
1512
$11.9M ﹤0.01%
295,787
+255,065
1513
$11.9M ﹤0.01%
381,784
-52,253
1514
$11.9M ﹤0.01%
+618,349
1515
$11.9M ﹤0.01%
182,837
+31,809
1516
$11.8M ﹤0.01%
210,209
+49,916
1517
$11.8M ﹤0.01%
741,662
+50,313
1518
$11.8M ﹤0.01%
199,669
+47,782
1519
$11.7M ﹤0.01%
989,394
+691,335
1520
$11.7M ﹤0.01%
250,349
-21,816
1521
$11.7M ﹤0.01%
759,654
-727,981
1522
$11.7M ﹤0.01%
30,428
+3,150
1523
$11.7M ﹤0.01%
507,287
-600,868
1524
$11.6M ﹤0.01%
141,111
-75,080
1525
$11.6M ﹤0.01%
175,600
+31,642
59 60
61
62 63