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
2601
$2.64M ﹤0.01%
253,509
-4,961
2602
$2.64M ﹤0.01%
215,650
-48,957
2603
$2.64M ﹤0.01%
164,239
+42,465
2604
$2.63M ﹤0.01%
59,748
+46,027
2605
$2.63M ﹤0.01%
114,450
-50,442
2606
$2.63M ﹤0.01%
188,044
-59,114
2607
$2.63M ﹤0.01%
63,411
-8,486
2608
$2.62M ﹤0.01%
169,391
-219,708
2609
$2.62M ﹤0.01%
102,963
+4,477
2610
$2.61M ﹤0.01%
293,475
-172,733
2611
$2.61M ﹤0.01%
114,017
+26,653
2612
$2.61M ﹤0.01%
124,691
+81,876
2613
$2.61M ﹤0.01%
1,541,855
+507,974
2614
$2.61M ﹤0.01%
58,475
-15,079
2615
$2.61M ﹤0.01%
67,889
-114,284
2616
$2.61M ﹤0.01%
64,476
-16,023
2617
$2.6M ﹤0.01%
64,152
-22,753
2618
$2.59M ﹤0.01%
399,726
-12,676
2619
$2.59M ﹤0.01%
95,618
+11,427
2620
$2.59M ﹤0.01%
133,174
+36,328
2621
$2.59M ﹤0.01%
86,596
+39,456
2622
$2.59M ﹤0.01%
64,955
+39,861
2623
$2.58M ﹤0.01%
56,906
+4,786
2624
$2.58M ﹤0.01%
54,621
+3,903
2625
$2.58M ﹤0.01%
30,497
-16
103 104
105
106 107