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
2726
$2.29M ﹤0.01%
234,510
+6,632
2727
$2.29M ﹤0.01%
15,718
-7,270
2728
$2.29M ﹤0.01%
32,695
-4,178
2729
$2.29M ﹤0.01%
73,318
-27,363
2730
$2.29M ﹤0.01%
79,376
+56,617
2731
$2.28M ﹤0.01%
67,879
+45,173
2732
$2.28M ﹤0.01%
56,214
+3,379
2733
$2.28M ﹤0.01%
71,400
-100,409
2734
$2.28M ﹤0.01%
198,219
+88,746
2735
$2.28M ﹤0.01%
34,593
+2,877
2736
$2.28M ﹤0.01%
8,583
-10,992
2737
$2.27M ﹤0.01%
35,606
-18,230
2738
$2.27M ﹤0.01%
56,816
-76,922
2739
$2.27M ﹤0.01%
191,180
+89,905
2740
$2.27M ﹤0.01%
12,081
-16,378
2741
$2.27M ﹤0.01%
23,126
-80,994
2742
$2.27M ﹤0.01%
33,468
-45,217
2743
$2.27M ﹤0.01%
190,665
-2,341
2744
$2.27M ﹤0.01%
129,831
-14,274
2745
$2.26M ﹤0.01%
91,093
+24,711
2746
$2.26M ﹤0.01%
81,852
+1,831
2747
$2.26M ﹤0.01%
35,337
-40,585
2748
$2.25M ﹤0.01%
126,900
-66,220
2749
$2.25M ﹤0.01%
99,919
+17,081
2750
$2.25M ﹤0.01%
156,991
+54,848
108 109
110
111 112