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
2826
$2.07M ﹤0.01%
110,969
-163,624
2827
$2.06M ﹤0.01%
95,035
-17,031
2828
$2.06M ﹤0.01%
198,931
+7,380
2829
$2.06M ﹤0.01%
982,471
+197,633
2830
$2.06M ﹤0.01%
50,403
-13,300
2831
$2.06M ﹤0.01%
119,288
-2,688
2832
$2.06M ﹤0.01%
59,613
+1,484
2833
$2.05M ﹤0.01%
38,649
+3,219
2834
$2.04M ﹤0.01%
66,172
+24,519
2835
$2.04M ﹤0.01%
3,958
+60
2836
$2.04M ﹤0.01%
31,974
+14,512
2837
$2.03M ﹤0.01%
53,916
-29,652
2838
$2.03M ﹤0.01%
+40,774
2839
$2.03M ﹤0.01%
150,325
-536,774
2840
$2.02M ﹤0.01%
138,932
-24,587
2841
$2.02M ﹤0.01%
127,143
+6,726
2842
$2.02M ﹤0.01%
41,629
-248
2843
$2.01M ﹤0.01%
199,340
-4,646
2844
$2M ﹤0.01%
+59,034
2845
$2M ﹤0.01%
98,821
+83
2846
$1.99M ﹤0.01%
60,263
+21,089
2847
$1.99M ﹤0.01%
205,188
+142,828
2848
$1.99M ﹤0.01%
109,310
+74,740
2849
$1.99M ﹤0.01%
50,490
-25,541
2850
$1.98M ﹤0.01%
22,154
-19,995
112 113
114
115 116