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
2651
$2.5M ﹤0.01%
31,155
-61,529
2652
$2.5M ﹤0.01%
81,681
-13,192
2653
$2.5M ﹤0.01%
101,111
+44,781
2654
$2.5M ﹤0.01%
36,807
-6,041
2655
$2.49M ﹤0.01%
288,678
+58,849
2656
$2.49M ﹤0.01%
59,141
-14,069
2657
$2.49M ﹤0.01%
43,513
-28,198
2658
$2.49M ﹤0.01%
449,521
-12,424
2659
$2.48M ﹤0.01%
474,974
-205,393
2660
$2.48M ﹤0.01%
26,651
-626
2661
$2.47M ﹤0.01%
118,563
-50,379
2662
$2.47M ﹤0.01%
26,357
-34,504
2663
$2.47M ﹤0.01%
104,461
+7,748
2664
$2.47M ﹤0.01%
211,387
-90,285
2665
$2.47M ﹤0.01%
434,055
-345,653
2666
$2.47M ﹤0.01%
59,828
-33,474
2667
$2.47M ﹤0.01%
25,918
-37,235
2668
$2.47M ﹤0.01%
27,143
-242
2669
$2.46M ﹤0.01%
78,080
+54,757
2670
$2.46M ﹤0.01%
57,197
+4,604
2671
$2.46M ﹤0.01%
11,410
+671
2672
$2.46M ﹤0.01%
20,044
+788
2673
$2.46M ﹤0.01%
72,141
+4,089
2674
$2.45M ﹤0.01%
28,848
+621
2675
$2.45M ﹤0.01%
51,653
-2,616
105 106
107
108 109