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
3026
$1.6M ﹤0.01%
11,162
+2,786
3027
$1.6M ﹤0.01%
342,121
-253,844
3028
$1.6M ﹤0.01%
118,254
+78,839
3029
$1.6M ﹤0.01%
+84,761
3030
$1.59M ﹤0.01%
210,461
+119,229
3031
$1.59M ﹤0.01%
229,000
-112,304
3032
$1.58M ﹤0.01%
24,375
+4,557
3033
$1.58M ﹤0.01%
381,238
-107,932
3034
$1.58M ﹤0.01%
42,806
-6,106
3035
$1.58M ﹤0.01%
83,490
-15,436
3036
$1.57M ﹤0.01%
83,195
-127,610
3037
$1.57M ﹤0.01%
19,461
-2,160
3038
$1.57M ﹤0.01%
14,227
+72
3039
$1.57M ﹤0.01%
62,408
+12,704
3040
$1.57M ﹤0.01%
102,446
-166
3041
$1.56M ﹤0.01%
4,408
+2,763
3042
$1.56M ﹤0.01%
5,246
-6,582
3043
$1.56M ﹤0.01%
40,369
+38,004
3044
$1.56M ﹤0.01%
37,420
+6,240
3045
$1.56M ﹤0.01%
18,806
-39,308
3046
$1.55M ﹤0.01%
133,236
+72,577
3047
$1.55M ﹤0.01%
54,307
+8,802
3048
$1.55M ﹤0.01%
133,525
-62,991
3049
$1.55M ﹤0.01%
17,664
-6,145
3050
$1.55M ﹤0.01%
65,499
-6,468
120 121
122
123 124