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
2676
$2.44M ﹤0.01%
38,148
-3,662
2677
$2.44M ﹤0.01%
233,428
+49,357
2678
$2.44M ﹤0.01%
440,102
-414,462
2679
$2.43M ﹤0.01%
52,011
-21,702
2680
$2.43M ﹤0.01%
284,578
+4,063
2681
$2.42M ﹤0.01%
43,343
+2,480
2682
$2.42M ﹤0.01%
391,485
-605,070
2683
$2.41M ﹤0.01%
248,209
+100,999
2684
$2.41M ﹤0.01%
42,157
-28,905
2685
$2.41M ﹤0.01%
36,363
-1,997
2686
$2.4M ﹤0.01%
214,539
-47,712
2687
$2.39M ﹤0.01%
171,279
+168,313
2688
$2.39M ﹤0.01%
47,121
+7,463
2689
$2.39M ﹤0.01%
71,921
-1,635
2690
$2.39M ﹤0.01%
107,131
-149,103
2691
$2.38M ﹤0.01%
187,138
+156,044
2692
$2.38M ﹤0.01%
44,311
-9,659
2693
$2.37M ﹤0.01%
107,206
+8,067
2694
$2.37M ﹤0.01%
203,037
+142,504
2695
$2.37M ﹤0.01%
64,711
-84,458
2696
$2.36M ﹤0.01%
100,679
+135
2697
$2.36M ﹤0.01%
60,013
-75,501
2698
$2.36M ﹤0.01%
17,734
-64,858
2699
$2.36M ﹤0.01%
83,785
-3,025
2700
$2.36M ﹤0.01%
11,906
-16,130
106 107
108
109 110