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
2876
$1.92M ﹤0.01%
129,074
-12,426
2877
$1.92M ﹤0.01%
35,483
-21,710
2878
$1.92M ﹤0.01%
644,008
+240,194
2879
$1.92M ﹤0.01%
25,509
-754
2880
$1.92M ﹤0.01%
9,256
+2,315
2881
$1.92M ﹤0.01%
61,108
-67,795
2882
$1.91M ﹤0.01%
86,178
-15,856
2883
$1.91M ﹤0.01%
63,086
-12,010
2884
$1.91M ﹤0.01%
47,214
-143,525
2885
$1.91M ﹤0.01%
128,762
+94,415
2886
$1.9M ﹤0.01%
8,432
-439
2887
$1.9M ﹤0.01%
68,642
-63,992
2888
$1.89M ﹤0.01%
48,107
-56,617
2889
$1.89M ﹤0.01%
61,986
+11,252
2890
$1.89M ﹤0.01%
91,777
-135,044
2891
$1.89M ﹤0.01%
239,765
+90,064
2892
$1.89M ﹤0.01%
167,088
-66,485
2893
$1.88M ﹤0.01%
173,238
+8,990
2894
$1.88M ﹤0.01%
21,201
-4,796
2895
$1.88M ﹤0.01%
36,697
-7,766
2896
$1.88M ﹤0.01%
52,709
-2,484
2897
$1.88M ﹤0.01%
65,658
-99,803
2898
$1.88M ﹤0.01%
10,950
-3,028
2899
$1.88M ﹤0.01%
126,939
+14,493
2900
$1.87M ﹤0.01%
167,483
-38,013
114 115
116
117 118