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
2526
$2.93M ﹤0.01%
65,185
-41,032
2527
$2.91M ﹤0.01%
64,173
-5,460
2528
$2.91M ﹤0.01%
47,504
+3,102
2529
$2.91M ﹤0.01%
295,657
+270,376
2530
$2.91M ﹤0.01%
127,934
-2,658
2531
$2.9M ﹤0.01%
57,271
-441
2532
$2.9M ﹤0.01%
257,502
-176,815
2533
$2.9M ﹤0.01%
458,255
-467,234
2534
$2.89M ﹤0.01%
65,749
-1,225
2535
$2.89M ﹤0.01%
1,057,595
-881,828
2536
$2.88M ﹤0.01%
309,571
-181,106
2537
$2.88M ﹤0.01%
153,957
-50,373
2538
$2.88M ﹤0.01%
91,697
-104,528
2539
$2.87M ﹤0.01%
129,255
-34,763
2540
$2.86M ﹤0.01%
62,327
-62,690
2541
$2.84M ﹤0.01%
266,822
-67,148
2542
$2.83M ﹤0.01%
168,737
-22,798
2543
$2.83M ﹤0.01%
42,217
-30,796
2544
$2.83M ﹤0.01%
64,864
-8,670
2545
$2.83M ﹤0.01%
40,304
-40,278
2546
$2.83M ﹤0.01%
14,139
-2
2547
$2.82M ﹤0.01%
54,557
-286
2548
$2.82M ﹤0.01%
121,939
-5,425
2549
$2.82M ﹤0.01%
185,140
-52,985
2550
$2.82M ﹤0.01%
118,473
+11,726
100 101
102
103 104