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
3101
$1.43M ﹤0.01%
1,024,294
+149,496
3102
$1.43M ﹤0.01%
52,542
-38,360
3103
$1.43M ﹤0.01%
72,629
+13,047
3104
$1.43M ﹤0.01%
204,785
+69,671
3105
$1.43M ﹤0.01%
57,267
-1,490
3106
$1.43M ﹤0.01%
154,926
-16,461
3107
$1.43M ﹤0.01%
132,694
-77,411
3108
$1.43M ﹤0.01%
34,725
-19,951
3109
$1.43M ﹤0.01%
24,609
-56
3110
$1.42M ﹤0.01%
51,593
-3,419
3111
$1.42M ﹤0.01%
23,115
-3,943
3112
$1.42M ﹤0.01%
79,056
-5,591
3113
$1.42M ﹤0.01%
43,025
-10,266
3114
$1.42M ﹤0.01%
51,232
-50,866
3115
$1.41M ﹤0.01%
41,460
-107,534
3116
$1.41M ﹤0.01%
177,883
-1,042,311
3117
$1.41M ﹤0.01%
67,140
-307,050
3118
$1.41M ﹤0.01%
102,289
-32,686
3119
$1.4M ﹤0.01%
83,340
+43,435
3120
$1.4M ﹤0.01%
73,806
+1,888
3121
$1.4M ﹤0.01%
16,846
-11,226
3122
$1.4M ﹤0.01%
45,606
-1,861
3123
$1.39M ﹤0.01%
+20,038
3124
$1.39M ﹤0.01%
13,810
-1,434
3125
$1.39M ﹤0.01%
13,912
-25,904
123 124
125
126 127