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
2951
$1.75M ﹤0.01%
314,066
-7,440
2952
$1.75M ﹤0.01%
256,958
-29,081
2953
$1.75M ﹤0.01%
60,444
-69,813
2954
$1.74M ﹤0.01%
51,429
-24,714
2955
$1.74M ﹤0.01%
104,854
+24,395
2956
$1.74M ﹤0.01%
12,215
-3,972
2957
$1.74M ﹤0.01%
43,152
+34,197
2958
$1.73M ﹤0.01%
50,743
-106,168
2959
$1.73M ﹤0.01%
498,464
+187,917
2960
$1.73M ﹤0.01%
79,491
+3,401
2961
$1.73M ﹤0.01%
39,723
-69,951
2962
$1.73M ﹤0.01%
44,835
-551
2963
$1.73M ﹤0.01%
36,575
+1,573
2964
$1.73M ﹤0.01%
68,290
-167
2965
$1.73M ﹤0.01%
84,499
-13,108
2966
$1.73M ﹤0.01%
65,601
+5,089
2967
$1.73M ﹤0.01%
349,985
+190,551
2968
$1.72M ﹤0.01%
12,086
-16,561
2969
$1.72M ﹤0.01%
26,301
+2,411
2970
$1.72M ﹤0.01%
32,687
-3,457
2971
$1.72M ﹤0.01%
76,440
-14,401
2972
$1.72M ﹤0.01%
158,625
-14,536
2973
$1.72M ﹤0.01%
69,172
+15,738
2974
$1.71M ﹤0.01%
36,732
-643
2975
$1.71M ﹤0.01%
106,704
+1,353
117 118
119
120 121