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
2901
$1.87M ﹤0.01%
404,118
-292,559
2902
$1.86M ﹤0.01%
15,087
-53,629
2903
$1.86M ﹤0.01%
489,357
-42,947
2904
$1.86M ﹤0.01%
55,977
+3,000
2905
$1.86M ﹤0.01%
112,624
-607
2906
$1.85M ﹤0.01%
396,062
+79,539
2907
$1.85M ﹤0.01%
81,349
+9,256
2908
$1.85M ﹤0.01%
+114,259
2909
$1.85M ﹤0.01%
29,074
-1,670
2910
$1.85M ﹤0.01%
16,802
-18,575
2911
$1.85M ﹤0.01%
64,634
-50,910
2912
$1.85M ﹤0.01%
69,483
+4,052
2913
$1.84M ﹤0.01%
55,387
-29,549
2914
$1.84M ﹤0.01%
77,965
+1,590
2915
$1.84M ﹤0.01%
576,819
-78,345
2916
$1.84M ﹤0.01%
122,362
+54,548
2917
$1.82M ﹤0.01%
83,406
-12,000
2918
$1.82M ﹤0.01%
156,991
-36,246
2919
$1.82M ﹤0.01%
32,196
+2,113
2920
$1.82M ﹤0.01%
96,613
-66,157
2921
$1.82M ﹤0.01%
44,165
-1,090
2922
$1.81M ﹤0.01%
221,881
-66,961
2923
$1.81M ﹤0.01%
21,850
-3,565
2924
$1.81M ﹤0.01%
236,104
+134,406
2925
$1.81M ﹤0.01%
32,747
-31,989
115 116
117
118 119