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
1926
$6.36M ﹤0.01%
66,901
-1,632
1927
$6.34M ﹤0.01%
95,710
-45,402
1928
$6.34M ﹤0.01%
462,600
+64,035
1929
$6.32M ﹤0.01%
167,885
+54,262
1930
$6.32M ﹤0.01%
98,023
+3,142
1931
$6.3M ﹤0.01%
45,156
-688
1932
$6.3M ﹤0.01%
160,299
-2,847
1933
$6.28M ﹤0.01%
264,625
+1,018
1934
$6.28M ﹤0.01%
210,301
-86,379
1935
$6.26M ﹤0.01%
354,138
-3,289,857
1936
$6.25M ﹤0.01%
506,674
-16,287
1937
$6.25M ﹤0.01%
143,378
+76,329
1938
$6.24M ﹤0.01%
58,578
-39,448
1939
$6.23M ﹤0.01%
246,774
+100,536
1940
$6.23M ﹤0.01%
96,930
-13,643
1941
$6.21M ﹤0.01%
81,302
-15,910
1942
$6.21M ﹤0.01%
103,236
-9,228
1943
$6.19M ﹤0.01%
43,942
+3,535
1944
$6.19M ﹤0.01%
28,173
-44,993
1945
$6.17M ﹤0.01%
73,163
+49,928
1946
$6.17M ﹤0.01%
245,275
-88,839
1947
$6.17M ﹤0.01%
126,693
+50,068
1948
$6.16M ﹤0.01%
100,777
-2,397
1949
$6.16M ﹤0.01%
923,133
+156,080
1950
$6.15M ﹤0.01%
142,286
-95,663
76 77
78
79 80