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
2751
$2.24M ﹤0.01%
312,480
+10,864
2752
$2.24M ﹤0.01%
25,431
+4,441
2753
$2.23M ﹤0.01%
51,981
+203
2754
$2.23M ﹤0.01%
63,929
+8,275
2755
$2.23M ﹤0.01%
40,786
-7,023
2756
$2.23M ﹤0.01%
36,475
+822
2757
$2.23M ﹤0.01%
20,955
+5,226
2758
$2.23M ﹤0.01%
993,732
-2,405,843
2759
$2.23M ﹤0.01%
23,437
-11,603
2760
$2.23M ﹤0.01%
33,164
-27,190
2761
$2.22M ﹤0.01%
115,593
+2,803
2762
$2.22M ﹤0.01%
16,409
-1,052
2763
$2.22M ﹤0.01%
14,523
+1,852
2764
$2.22M ﹤0.01%
329,677
+171,267
2765
$2.21M ﹤0.01%
68,734
-16,387
2766
$2.21M ﹤0.01%
39,727
-5,830
2767
$2.21M ﹤0.01%
21,052
-7,459
2768
$2.21M ﹤0.01%
51,891
+2,180
2769
$2.2M ﹤0.01%
+64,643
2770
$2.2M ﹤0.01%
303,713
-86,950
2771
$2.19M ﹤0.01%
33,930
+18,706
2772
$2.19M ﹤0.01%
195,269
-247,557
2773
$2.18M ﹤0.01%
148,020
-42,151
2774
$2.18M ﹤0.01%
19,949
-18,373
2775
$2.17M ﹤0.01%
53,641
+10,804
109 110
111
112 113