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
2476
$3.11M ﹤0.01%
380,405
-89,887
2477
$3.11M ﹤0.01%
64,525
-16,328
2478
$3.1M ﹤0.01%
86,330
-79,226
2479
$3.1M ﹤0.01%
27,240
+708
2480
$3.09M ﹤0.01%
63,470
-673
2481
$3.09M ﹤0.01%
175,157
-111,992
2482
$3.08M ﹤0.01%
102,725
+7,862
2483
$3.08M ﹤0.01%
158,262
+17,997
2484
$3.07M ﹤0.01%
265,519
-33,962
2485
$3.07M ﹤0.01%
264,477
+866
2486
$3.07M ﹤0.01%
171,132
-36,169
2487
$3.06M ﹤0.01%
138,354
+66,445
2488
$3.06M ﹤0.01%
378,926
+76,214
2489
$3.06M ﹤0.01%
51,306
-58,488
2490
$3.05M ﹤0.01%
229,510
+74,071
2491
$3.05M ﹤0.01%
316,001
+65,769
2492
$3.05M ﹤0.01%
60,368
+3,214
2493
$3.04M ﹤0.01%
179,009
+79,853
2494
$3.03M ﹤0.01%
191,234
-148,620
2495
$3.03M ﹤0.01%
22,912
-25,504
2496
$3.03M ﹤0.01%
200,246
+20,748
2497
$3.03M ﹤0.01%
132,065
+80,019
2498
$3.02M ﹤0.01%
44,828
+951
2499
$3.02M ﹤0.01%
240,222
+237,049
2500
$3.02M ﹤0.01%
65,611
+13,798
98 99
100
101 102