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
2626
$2.58M ﹤0.01%
28,458
-63,460
2627
$2.58M ﹤0.01%
21,083
-35,914
2628
$2.57M ﹤0.01%
250,906
-24,344
2629
$2.57M ﹤0.01%
125,152
-144,659
2630
$2.56M ﹤0.01%
62,242
-11,746
2631
$2.56M ﹤0.01%
108,168
-6,781
2632
$2.56M ﹤0.01%
15,708
-26,047
2633
$2.56M ﹤0.01%
139,467
-2,090
2634
$2.56M ﹤0.01%
128,775
-3,552
2635
$2.56M ﹤0.01%
16,065
+383
2636
$2.54M ﹤0.01%
466,443
-466,420
2637
$2.54M ﹤0.01%
188,939
+49,838
2638
$2.54M ﹤0.01%
26,839
-45,574
2639
$2.54M ﹤0.01%
101,391
-84,610
2640
$2.53M ﹤0.01%
22,359
-99
2641
$2.53M ﹤0.01%
255,042
+2,397
2642
$2.53M ﹤0.01%
50,475
+162
2643
$2.52M ﹤0.01%
118,973
+4,181
2644
$2.52M ﹤0.01%
5,726
-7,272
2645
$2.52M ﹤0.01%
187,765
-6,670
2646
$2.51M ﹤0.01%
423,127
+5,829
2647
$2.51M ﹤0.01%
44,104
-50,494
2648
$2.51M ﹤0.01%
22,914
-22,324
2649
$2.51M ﹤0.01%
83,432
+15,133
2650
$2.51M ﹤0.01%
131,783
+10,212
104 105
106
107 108