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
2226
$4.47M ﹤0.01%
262,984
+94,552
2227
$4.45M ﹤0.01%
541,924
-34,143
2228
$4.45M ﹤0.01%
255,422
+74,741
2229
$4.45M ﹤0.01%
430,034
+13,238
2230
$4.44M ﹤0.01%
37,541
-42,540
2231
$4.44M ﹤0.01%
304,606
-40,046
2232
$4.42M ﹤0.01%
42,627
+11,600
2233
$4.42M ﹤0.01%
323,217
+196,735
2234
$4.4M ﹤0.01%
116,892
-2,122
2235
$4.4M ﹤0.01%
36,404
-3,621
2236
$4.39M ﹤0.01%
116,373
+41,096
2237
$4.37M ﹤0.01%
82,003
-59,256
2238
$4.37M ﹤0.01%
86,698
+26,894
2239
$4.36M ﹤0.01%
443,100
+126,002
2240
$4.35M ﹤0.01%
147,464
-64,000
2241
$4.34M ﹤0.01%
76,248
+1,581
2242
$4.33M ﹤0.01%
174,282
-6,633
2243
$4.32M ﹤0.01%
35,537
-38,509
2244
$4.31M ﹤0.01%
57,633
+1,274
2245
$4.3M ﹤0.01%
190,586
-9,471
2246
$4.3M ﹤0.01%
35,391
+5,786
2247
$4.29M ﹤0.01%
85,573
-33,908
2248
$4.28M ﹤0.01%
654,439
-238,986
2249
$4.28M ﹤0.01%
265,166
-37,195
2250
$4.28M ﹤0.01%
176,184
-16,761
88 89
90
91 92