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
2851
$1.98M ﹤0.01%
20,145
-12,293
2852
$1.97M ﹤0.01%
102,290
-1,301,888
2853
$1.97M ﹤0.01%
62,217
+1,369
2854
$1.97M ﹤0.01%
41,965
-9,548
2855
$1.97M ﹤0.01%
176,627
+5,105
2856
$1.96M ﹤0.01%
63,997
-37,562
2857
$1.96M ﹤0.01%
120,419
+56,144
2858
$1.96M ﹤0.01%
69,331
-237,383
2859
$1.96M ﹤0.01%
28,582
-61,395
2860
$1.96M ﹤0.01%
37,249
-2,161
2861
$1.96M ﹤0.01%
42,932
-31,425
2862
$1.96M ﹤0.01%
482,135
-56,547
2863
$1.95M ﹤0.01%
94,815
-21,646
2864
$1.95M ﹤0.01%
+45,181
2865
$1.95M ﹤0.01%
12,664
-21,875
2866
$1.95M ﹤0.01%
100,466
-33,869
2867
$1.94M ﹤0.01%
36,039
-21,875
2868
$1.94M ﹤0.01%
37,697
+3,565
2869
$1.94M ﹤0.01%
55,861
-21,048
2870
$1.94M ﹤0.01%
178,444
+12,776
2871
$1.94M ﹤0.01%
30,632
-12,323
2872
$1.93M ﹤0.01%
44,806
-4,326
2873
$1.93M ﹤0.01%
30,997
+6,869
2874
$1.93M ﹤0.01%
213,371
+31,437
2875
$1.93M ﹤0.01%
164,542
-30,331
113 114
115
116 117