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
2926
$1.81M ﹤0.01%
58,548
+58,110
2927
$1.8M ﹤0.01%
80,879
-93,041
2928
$1.8M ﹤0.01%
36,299
+6,676
2929
$1.8M ﹤0.01%
18,591
+4,992
2930
$1.8M ﹤0.01%
118,021
-12,920
2931
$1.8M ﹤0.01%
41,600
-11,786
2932
$1.79M ﹤0.01%
49,552
+12,069
2933
$1.79M ﹤0.01%
13,410
-709
2934
$1.79M ﹤0.01%
453,796
-117,324
2935
$1.79M ﹤0.01%
50,842
-57,814
2936
$1.78M ﹤0.01%
149,999
-36,541
2937
$1.78M ﹤0.01%
16,981
-24,641
2938
$1.78M ﹤0.01%
206,316
+95,711
2939
$1.78M ﹤0.01%
34,265
-21,324
2940
$1.78M ﹤0.01%
148,384
-4,954
2941
$1.77M ﹤0.01%
31,927
-128,844
2942
$1.77M ﹤0.01%
78,378
-24,260
2943
$1.77M ﹤0.01%
91,167
-7,353
2944
$1.77M ﹤0.01%
176,921
-259,386
2945
$1.77M ﹤0.01%
33,809
-9,987
2946
$1.76M ﹤0.01%
28,196
-18,118
2947
$1.76M ﹤0.01%
113,370
-112,796
2948
$1.76M ﹤0.01%
14,266
+628
2949
$1.76M ﹤0.01%
17,880
+1,709
2950
$1.75M ﹤0.01%
23,463
+1,132
116 117
118
119 120