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
2776
$2.17M ﹤0.01%
99,431
-95,529
2777
$2.17M ﹤0.01%
15,921
-11,834
2778
$2.17M ﹤0.01%
210,982
-41,154
2779
$2.17M ﹤0.01%
110,278
-17,257
2780
$2.17M ﹤0.01%
45,169
+18,574
2781
$2.17M ﹤0.01%
173,230
+30,040
2782
$2.17M ﹤0.01%
327,346
-2,673
2783
$2.16M ﹤0.01%
34,127
+5,401
2784
$2.16M ﹤0.01%
118,205
-2,994
2785
$2.16M ﹤0.01%
91,848
-14,527
2786
$2.16M ﹤0.01%
255,264
+72,369
2787
$2.15M ﹤0.01%
224,664
+141,775
2788
$2.15M ﹤0.01%
39,360
+11,391
2789
$2.15M ﹤0.01%
24,573
+2,982
2790
$2.15M ﹤0.01%
100,655
-17,699
2791
$2.15M ﹤0.01%
95,826
+27,536
2792
$2.15M ﹤0.01%
50,824
-165
2793
$2.15M ﹤0.01%
35,575
-27,864
2794
$2.15M ﹤0.01%
23,415
+9,506
2795
$2.14M ﹤0.01%
43,123
+9,465
2796
$2.14M ﹤0.01%
80,086
+15,542
2797
$2.14M ﹤0.01%
191,737
+28,880
2798
$2.13M ﹤0.01%
29,987
+536
2799
$2.13M ﹤0.01%
50,868
+28,664
2800
$2.13M ﹤0.01%
64,649
-127,172
110 111
112
113 114