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
3051
$1.55M ﹤0.01%
104,538
-2,033
3052
$1.55M ﹤0.01%
75,562
-40,830
3053
$1.54M ﹤0.01%
23,071
+7,148
3054
$1.54M ﹤0.01%
38,799
-2,386
3055
$1.54M ﹤0.01%
224,383
-122,325
3056
$1.54M ﹤0.01%
20,416
+7,687
3057
$1.54M ﹤0.01%
184,536
+22,995
3058
$1.53M ﹤0.01%
39,304
+9,896
3059
$1.53M ﹤0.01%
246,522
+3,516
3060
$1.53M ﹤0.01%
137,823
-848
3061
$1.53M ﹤0.01%
31,866
+484
3062
$1.53M ﹤0.01%
314,076
+13,397
3063
$1.52M ﹤0.01%
54,440
+10,699
3064
$1.52M ﹤0.01%
50,964
+919
3065
$1.52M ﹤0.01%
139,563
-115,663
3066
$1.51M ﹤0.01%
5,398
-5,164
3067
$1.51M ﹤0.01%
62,159
-45,780
3068
$1.51M ﹤0.01%
18,768
-13,504
3069
$1.5M ﹤0.01%
94,630
-32,549
3070
$1.5M ﹤0.01%
40,961
+33,418
3071
$1.5M ﹤0.01%
42,713
-12,829
3072
$1.5M ﹤0.01%
31,255
-32,194
3073
$1.5M ﹤0.01%
150,050
+119,194
3074
$1.49M ﹤0.01%
20,636
-18,624
3075
$1.49M ﹤0.01%
51,813
+6,363
121 122
123
124 125