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
3076
$1.49M ﹤0.01%
102,879
+101,044
3077
$1.48M ﹤0.01%
89,903
-800
3078
$1.48M ﹤0.01%
114,471
+18,244
3079
$1.48M ﹤0.01%
56,842
-10,679
3080
$1.48M ﹤0.01%
404,239
+41,877
3081
$1.48M ﹤0.01%
209,428
-4,525
3082
$1.47M ﹤0.01%
39,996
+28,911
3083
$1.47M ﹤0.01%
88,250
+306
3084
$1.46M ﹤0.01%
112,219
-250,233
3085
$1.46M ﹤0.01%
26,190
-58,386
3086
$1.46M ﹤0.01%
91,713
-226,135
3087
$1.46M ﹤0.01%
123,217
+6,312
3088
$1.46M ﹤0.01%
24,504
+1,461
3089
$1.45M ﹤0.01%
19,374
+1,445
3090
$1.45M ﹤0.01%
135,022
+41,320
3091
$1.45M ﹤0.01%
89,540
-7,760
3092
$1.45M ﹤0.01%
12,195
+961
3093
$1.45M ﹤0.01%
111,650
-51,108
3094
$1.45M ﹤0.01%
303,278
+284,430
3095
$1.44M ﹤0.01%
65,898
+18,300
3096
$1.44M ﹤0.01%
157,459
-177,334
3097
$1.44M ﹤0.01%
15,596
+8,582
3098
$1.44M ﹤0.01%
38,266
-31,120
3099
$1.44M ﹤0.01%
43,925
-70,375
3100
$1.43M ﹤0.01%
86,851
+50,332
122 123
124
125 126