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
201
$310M 0.08%
6,180,093
+77,959
202
$309M 0.08%
4,496,745
+282,831
203
$306M 0.08%
473,807
-72,118
204
$302M 0.07%
8,598,772
+865,363
205
$300M 0.07%
3,862,491
+927,187
206
$296M 0.07%
2,781,099
+105,467
207
$296M 0.07%
3,689,734
+8,192
208
$294M 0.07%
3,434,206
+8,868
209
$294M 0.07%
6,030,225
-205,331
210
$291M 0.07%
228,049
+42,988
211
$289M 0.07%
8,641,886
-133,809
212
$288M 0.07%
6,330,571
+43,176
213
$287M 0.07%
1,347,543
+16,348
214
$287M 0.07%
5,087,521
+246,709
215
$280M 0.07%
2,794,737
+425,194
216
$279M 0.07%
594,380
+22,200
217
$277M 0.07%
708,931
-17,538
218
$277M 0.07%
1,519,052
-8,829
219
$277M 0.07%
13,932,093
+3,651,727
220
$275M 0.07%
470,653
+23,812
221
$275M 0.07%
3,815,338
+1,443,290
222
$273M 0.07%
1,153,053
+175,687
223
$272M 0.07%
6,553,359
-1,063,674
224
$270M 0.07%
909,005
-395,190
225
$267M 0.07%
254,461
-3,020
7 8
9
10 11