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
3001
$1.65M ﹤0.01%
189,903
-266,723
3002
$1.65M ﹤0.01%
156,263
-73,467
3003
$1.65M ﹤0.01%
18,930
-35,241
3004
$1.65M ﹤0.01%
78,280
-7,740
3005
$1.65M ﹤0.01%
81,594
-101,982
3006
$1.65M ﹤0.01%
46,483
-18,929
3007
$1.65M ﹤0.01%
59,739
+10,854
3008
$1.65M ﹤0.01%
19,370
+1,506
3009
$1.65M ﹤0.01%
24,861
+291
3010
$1.65M ﹤0.01%
487,406
+289,504
3011
$1.65M ﹤0.01%
364,799
+75,146
3012
$1.64M ﹤0.01%
94,008
-10,802
3013
$1.64M ﹤0.01%
152,202
-212,862
3014
$1.63M ﹤0.01%
452,527
+59,510
3015
$1.62M ﹤0.01%
548,834
+311,904
3016
$1.62M ﹤0.01%
62,119
+5,528
3017
$1.61M ﹤0.01%
124,773
-29,601
3018
$1.61M ﹤0.01%
35,442
+4,622
3019
$1.61M ﹤0.01%
55,835
-9,873
3020
$1.61M ﹤0.01%
154,288
-4,382
3021
$1.61M ﹤0.01%
60,390
-5,210
3022
$1.61M ﹤0.01%
96,557
+62,691
3023
$1.6M ﹤0.01%
32,311
-9,304
3024
$1.6M ﹤0.01%
40,093
-44,224
3025
$1.6M ﹤0.01%
393,838
+341,638
119 120
121
122 123