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
1951
$6.15M ﹤0.01%
69,770
-35,210
1952
$6.14M ﹤0.01%
73,075
-10,836
1953
$6.13M ﹤0.01%
303,795
+137,000
1954
$6.12M ﹤0.01%
17,671
-1,497
1955
$6.11M ﹤0.01%
111,216
+28,716
1956
$6.1M ﹤0.01%
223,844
-12,678
1957
$6.09M ﹤0.01%
89,259
+25,805
1958
$6.09M ﹤0.01%
122,381
-16,932
1959
$6.09M ﹤0.01%
231,455
+140,200
1960
$6.08M ﹤0.01%
109,380
-749
1961
$6.08M ﹤0.01%
227,904
+7,252
1962
$6.07M ﹤0.01%
59,292
-29,721
1963
$6.06M ﹤0.01%
422,172
-99,501
1964
$6.05M ﹤0.01%
548,095
+520,903
1965
$6.05M ﹤0.01%
50,374
+1,072
1966
$6.05M ﹤0.01%
395,234
+43,429
1967
$6.05M ﹤0.01%
101,461
-88,595
1968
$6.03M ﹤0.01%
366,141
+55,522
1969
$6.02M ﹤0.01%
271,860
-67,994
1970
$6.02M ﹤0.01%
87,845
+55,954
1971
$6.01M ﹤0.01%
40,322
-35,712
1972
$6.01M ﹤0.01%
161,644
-72,283
1973
$6.01M ﹤0.01%
215,487
+16,506
1974
$6.01M ﹤0.01%
29,203
-5,245
1975
$5.98M ﹤0.01%
596,039
-3,249
77 78
79
80 81