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
2551
$2.82M ﹤0.01%
303,309
+223,131
2552
$2.82M ﹤0.01%
153,963
+78,570
2553
$2.81M ﹤0.01%
226,090
-28,397
2554
$2.81M ﹤0.01%
28,303
-24,573
2555
$2.8M ﹤0.01%
28,456
-9,131
2556
$2.8M ﹤0.01%
440,265
-25,721
2557
$2.79M ﹤0.01%
245,208
-2,984
2558
$2.79M ﹤0.01%
28,125
-34,830
2559
$2.79M ﹤0.01%
159,980
-6,760
2560
$2.78M ﹤0.01%
303,491
+139,066
2561
$2.78M ﹤0.01%
458,107
-147,097
2562
$2.78M ﹤0.01%
838,695
+29,399
2563
$2.77M ﹤0.01%
240,238
+81,120
2564
$2.77M ﹤0.01%
126,750
-22,044
2565
$2.77M ﹤0.01%
45,754
-17,805
2566
$2.76M ﹤0.01%
1,012,736
+33,281
2567
$2.76M ﹤0.01%
74,013
-76,664
2568
$2.76M ﹤0.01%
167,483
-24,485
2569
$2.75M ﹤0.01%
66,644
-25,473
2570
$2.75M ﹤0.01%
25,457
-11,373
2571
$2.74M ﹤0.01%
208,541
-2,698
2572
$2.73M ﹤0.01%
193,412
+19,718
2573
$2.73M ﹤0.01%
590,550
-13,017
2574
$2.73M ﹤0.01%
23,886
-478
2575
$2.73M ﹤0.01%
228,051
-2,504
101 102
103
104 105