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
2576
$2.72M ﹤0.01%
358,356
-40,395
2577
$2.72M ﹤0.01%
127,646
-167,275
2578
$2.71M ﹤0.01%
260,878
+110,589
2579
$2.71M ﹤0.01%
110,022
+35,619
2580
$2.71M ﹤0.01%
65,942
-105,623
2581
$2.7M ﹤0.01%
27,210
-24,891
2582
$2.7M ﹤0.01%
194,615
+85,283
2583
$2.69M ﹤0.01%
74,462
-51,921
2584
$2.69M ﹤0.01%
162,474
+29,462
2585
$2.69M ﹤0.01%
327,657
-7,318
2586
$2.69M ﹤0.01%
97,061
-133,573
2587
$2.69M ﹤0.01%
253,900
-132,195
2588
$2.68M ﹤0.01%
246,044
+46,137
2589
$2.68M ﹤0.01%
152,163
+43,662
2590
$2.67M ﹤0.01%
57,270
+4,973
2591
$2.67M ﹤0.01%
428,436
-580,923
2592
$2.67M ﹤0.01%
59,137
+1,147
2593
$2.67M ﹤0.01%
83,275
-8,800
2594
$2.66M ﹤0.01%
407,559
+18,127
2595
$2.66M ﹤0.01%
118,368
+12,857
2596
$2.66M ﹤0.01%
31,451
-1,510
2597
$2.65M ﹤0.01%
24,638
-13,848
2598
$2.65M ﹤0.01%
37,754
-32,360
2599
$2.65M ﹤0.01%
42,216
-60,865
2600
$2.64M ﹤0.01%
169,173
-149,730
102 103
104
105 106