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
151
$428M 0.11%
1,657,881
+148,378
152
$427M 0.11%
2,196,697
-175,076
153
$424M 0.1%
2,039,750
+627,478
154
$419M 0.1%
5,173,187
-254,380
155
$419M 0.1%
4,318,804
+138,035
156
$417M 0.1%
105,289
+4,312
157
$415M 0.1%
7,035,002
-1,027,078
158
$414M 0.1%
13,612,156
+1,547,102
159
$404M 0.1%
489,551
-43,309
160
$403M 0.1%
3,972,917
+619,184
161
$397M 0.1%
18,532,893
-1,048,074
162
$394M 0.1%
1,510,614
+148,026
163
$392M 0.1%
723,448
-8,871
164
$391M 0.1%
6,892,855
+161,529
165
$390M 0.1%
3,640,614
-197,380
166
$389M 0.1%
15,024,744
+939,840
167
$389M 0.1%
2,479,767
+101,920
168
$388M 0.1%
5,026,121
-171,650
169
$385M 0.1%
5,648,233
+1,738,539
170
$380M 0.09%
1,116,778
+49,944
171
$375M 0.09%
2,741,943
+44,491
172
$369M 0.09%
361,118
-26,132
173
$368M 0.09%
4,514,017
+138,202
174
$359M 0.09%
1,766,917
-59,350
175
$356M 0.09%
1,192,301
+19,109
5 6
7
8 9