UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
1
$14.3B 3.52%
31,916,610
+2,480,617
2
$11.9B 2.94%
56,408,309
+5,795,918
3
$11.3B 2.8%
91,832,031
+11,103,901
4
$6.78B 1.67%
35,064,641
+3,716,469
5
$4.96B 1.23%
27,252,930
+2,041,221
6
$4.63B 1.14%
156,592,494
+15,862,961
7
$4.35B 1.08%
27,111,500
+1,181,680
8
$4.22B 1.04%
7,746,494
-731,438
9
$4.14B 1.02%
8,205,597
+1,335,215
10
$3.84B 0.95%
20,958,958
+4,826,795
11
$3.81B 0.94%
18,831,629
+1,235,685
12
$3.12B 0.77%
6,127,747
+1,330,052
13
$3.07B 0.76%
11,678,479
+1,756,473
14
$2.68B 0.66%
2,962,821
+273,596
15
$2.45B 0.61%
5,122,982
-161,929
16
$2.27B 0.56%
6,229,208
+25,608
17
$2.23B 0.55%
5,487,957
+637,478
18
$2.18B 0.54%
2,562,473
-110,775
19
$2.1B 0.52%
5,622,830
+122,836
20
$2.08B 0.51%
6,032,284
-81,257
21
$2.04B 0.5%
12,365,746
+1,112,087
22
$2.04B 0.5%
11,877,517
+1,369,308
23
$2B 0.49%
12,477,271
-32,076
24
$1.98B 0.49%
17,168,308
+3,945,744
25
$1.8B 0.44%
14,502,728
+965,628
1
2 3 4 5