UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$1.12B
2
+$1.08B
3
+$1.05B
4
NKE icon
Nike
NKE
+$1.03B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$821M

Top Sells

1
+$389M
2
+$383M
3
+$348M
4
PXD
Pioneer Natural Resource Co.
PXD
+$263M
5
NRG icon
NRG Energy
NRG
+$237M

Sector Composition

1 Technology 22.13%
2 Financials 10.25%
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
176
$355M 0.11%
+8,073,218
177
$351M 0.11%
1,318,535
-16,983
178
$348M 0.11%
3,097,994
+2,583,780
179
$348M 0.11%
8,306,164
+822,528
180
$345M 0.11%
2,905,951
-200,920
181
$344M 0.11%
5,865,303
+50,369
182
$340M 0.1%
3,878,483
-686,732
183
$338M 0.1%
4,292,042
+196,723
184
$337M 0.1%
1,130,571
-54,200
185
$337M 0.1%
16,942,667
+401,265
186
$336M 0.1%
6,685,424
-149,588
187
$335M 0.1%
5,283,457
+448,470
188
$332M 0.1%
6,602,717
-603,754
189
$332M 0.1%
4,601,803
+571,446
190
$329M 0.1%
3,917,965
-147,007
191
$327M 0.1%
1,661,350
+13,873
192
$327M 0.1%
610,216
-11,522
193
$326M 0.1%
3,481,096
-3,744,363
194
$323M 0.1%
3,442,557
+130,317
195
$322M 0.1%
9,486,502
-717,409
196
$322M 0.1%
3,672,744
+444,184
197
$319M 0.1%
3,499,866
-316,120
198
$318M 0.1%
2,115,193
+13,561
199
$316M 0.1%
10,912,015
-814,896
200
$313M 0.1%
5,891,516
+152,616
6 7
8
9 10