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
2501
$3.01M ﹤0.01%
811,831
+14,554
2502
$3M ﹤0.01%
619,366
-393,612
2503
$3M ﹤0.01%
36,513
-2,587
2504
$3M ﹤0.01%
230,376
-149,208
2505
$3M ﹤0.01%
65,555
-58,630
2506
$2.99M ﹤0.01%
81,551
-20,637
2507
$2.99M ﹤0.01%
20,670
-11,576
2508
$2.99M ﹤0.01%
100,798
-1,401
2509
$2.99M ﹤0.01%
69,359
-101,526
2510
$2.99M ﹤0.01%
128,010
-35,734
2511
$2.98M ﹤0.01%
121,887
-88,382
2512
$2.98M ﹤0.01%
149,507
-195,379
2513
$2.98M ﹤0.01%
73,617
-17,054
2514
$2.97M ﹤0.01%
694,036
+344,940
2515
$2.97M ﹤0.01%
40,818
-3,319
2516
$2.96M ﹤0.01%
35,999
-45,750
2517
$2.96M ﹤0.01%
101,081
+28,373
2518
$2.96M ﹤0.01%
244,709
-47,737
2519
$2.95M ﹤0.01%
61,853
+15,831
2520
$2.95M ﹤0.01%
71,604
-4,653
2521
$2.95M ﹤0.01%
151,557
+97,290
2522
$2.95M ﹤0.01%
243,187
+71,444
2523
$2.95M ﹤0.01%
59,899
-812,280
2524
$2.94M ﹤0.01%
213,200
-6,854
2525
$2.93M ﹤0.01%
78,742
-24,089
99 100
101
102 103