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
3126
$1.39M ﹤0.01%
6,091
-19,147
3127
$1.39M ﹤0.01%
33,950
-19,855
3128
$1.38M ﹤0.01%
51,111
-19,471
3129
$1.38M ﹤0.01%
12,791
-5,979
3130
$1.38M ﹤0.01%
15,084
-526
3131
$1.38M ﹤0.01%
94,323
+93,863
3132
$1.38M ﹤0.01%
108,183
-148,648
3133
$1.37M ﹤0.01%
307,483
-5,784
3134
$1.37M ﹤0.01%
+54,997
3135
$1.37M ﹤0.01%
58,426
+53,944
3136
$1.37M ﹤0.01%
122,282
+73,000
3137
$1.36M ﹤0.01%
7,884
-1,695
3138
$1.36M ﹤0.01%
165,933
+18,381
3139
$1.36M ﹤0.01%
35,278
-20,051
3140
$1.36M ﹤0.01%
109,505
-1,443
3141
$1.36M ﹤0.01%
86,537
-14,586
3142
$1.35M ﹤0.01%
32,681
+27,959
3143
$1.35M ﹤0.01%
17,260
-2,510
3144
$1.35M ﹤0.01%
12,104
+227
3145
$1.35M ﹤0.01%
338,585
-274,582
3146
$1.35M ﹤0.01%
31,630
-1,730
3147
$1.34M ﹤0.01%
52,621
-34,150
3148
$1.34M ﹤0.01%
133,676
+22,409
3149
$1.34M ﹤0.01%
123,413
-12,447
3150
$1.34M ﹤0.01%
71,467
-136,890
124 125
126
127 128