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
2701
$2.36M ﹤0.01%
65,359
-45,896
2702
$2.36M ﹤0.01%
140,926
+101,432
2703
$2.35M ﹤0.01%
70,461
+4,258
2704
$2.35M ﹤0.01%
34,435
-24,378
2705
$2.35M ﹤0.01%
274,647
-1,737
2706
$2.35M ﹤0.01%
104,813
+41,632
2707
$2.34M ﹤0.01%
10,675
-4,849
2708
$2.34M ﹤0.01%
84,285
-455,390
2709
$2.33M ﹤0.01%
94,413
-16,948
2710
$2.32M ﹤0.01%
37,430
+438
2711
$2.32M ﹤0.01%
66,981
-110,565
2712
$2.31M ﹤0.01%
164,881
+947
2713
$2.31M ﹤0.01%
377,366
+26,774
2714
$2.31M ﹤0.01%
210,103
-393
2715
$2.31M ﹤0.01%
20,417
-15,362
2716
$2.31M ﹤0.01%
141,938
-9,146
2717
$2.31M ﹤0.01%
48,703
-19,020
2718
$2.3M ﹤0.01%
62,270
-38,810
2719
$2.3M ﹤0.01%
120,207
-24,750
2720
$2.3M ﹤0.01%
2,744,324
2721
$2.29M ﹤0.01%
46,243
-16,926
2722
$2.29M ﹤0.01%
90,086
-7,912
2723
$2.29M ﹤0.01%
198,726
+77,108
2724
$2.29M ﹤0.01%
410,567
-949,632
2725
$2.29M ﹤0.01%
68,213
-20,311
107 108
109
110 111