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
1976
$5.97M ﹤0.01%
55,020
-21,700
1977
$5.96M ﹤0.01%
180,160
+125,780
1978
$5.95M ﹤0.01%
53,941
+12,609
1979
$5.94M ﹤0.01%
95,670
+71,583
1980
$5.94M ﹤0.01%
160,596
-95,752
1981
$5.91M ﹤0.01%
146,961
+45,286
1982
$5.91M ﹤0.01%
50,881
-7,988
1983
$5.91M ﹤0.01%
805,609
-1,518,838
1984
$5.9M ﹤0.01%
52,272
+1,500
1985
$5.9M ﹤0.01%
81,240
-10,194
1986
$5.88M ﹤0.01%
175,305
+1,785
1987
$5.88M ﹤0.01%
288,427
-7,504
1988
$5.88M ﹤0.01%
182,751
+6,434
1989
$5.87M ﹤0.01%
841,424
+262,082
1990
$5.87M ﹤0.01%
504,978
+343,434
1991
$5.86M ﹤0.01%
34,466
-10,749
1992
$5.86M ﹤0.01%
74,552
+3,108
1993
$5.86M ﹤0.01%
45,894
-10,837
1994
$5.85M ﹤0.01%
79,775
+55
1995
$5.85M ﹤0.01%
19,130
-9,066
1996
$5.84M ﹤0.01%
290,302
+260,661
1997
$5.84M ﹤0.01%
153,941
+16,017
1998
$5.83M ﹤0.01%
231,393
+19,646
1999
$5.83M ﹤0.01%
143,441
+1,661
2000
$5.83M ﹤0.01%
1,067,419
+40
78 79
80
81 82