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
2801
$2.12M ﹤0.01%
45,230
+18,714
2802
$2.12M ﹤0.01%
56,534
+14,715
2803
$2.11M ﹤0.01%
54,844
-7,544
2804
$2.11M ﹤0.01%
177,077
+30,103
2805
$2.11M ﹤0.01%
56,153
-2,631
2806
$2.11M ﹤0.01%
34,558
+934
2807
$2.11M ﹤0.01%
110,513
+10,595
2808
$2.11M ﹤0.01%
172,231
-35,810
2809
$2.1M ﹤0.01%
49,831
-831
2810
$2.1M ﹤0.01%
111,842
+23,993
2811
$2.1M ﹤0.01%
16,758
-626
2812
$2.1M ﹤0.01%
354,167
+168,021
2813
$2.09M ﹤0.01%
41,652
-328
2814
$2.09M ﹤0.01%
162,028
-26,955
2815
$2.09M ﹤0.01%
16,633
-7,532
2816
$2.09M ﹤0.01%
33,764
+1,985
2817
$2.08M ﹤0.01%
23,156
-20,026
2818
$2.08M ﹤0.01%
17,606
-20,076
2819
$2.08M ﹤0.01%
19,601
-10,225
2820
$2.08M ﹤0.01%
44,795
+15,285
2821
$2.08M ﹤0.01%
585,159
-330,508
2822
$2.08M ﹤0.01%
27,627
-107,178
2823
$2.08M ﹤0.01%
134,414
-119,762
2824
$2.08M ﹤0.01%
25,384
+3,078
2825
$2.07M ﹤0.01%
23,543
+176
111 112
113
114 115