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
3151
$1.34M ﹤0.01%
178,528
+60,986
3152
$1.33M ﹤0.01%
145,234
+24,304
3153
$1.33M ﹤0.01%
47,616
+11,240
3154
$1.33M ﹤0.01%
89,234
-93,408
3155
$1.33M ﹤0.01%
59,494
+54,351
3156
$1.33M ﹤0.01%
71,588
+42,534
3157
$1.33M ﹤0.01%
68,247
+197
3158
$1.33M ﹤0.01%
50,162
-14,881
3159
$1.33M ﹤0.01%
13,800
-474
3160
$1.33M ﹤0.01%
590,083
+116,014
3161
$1.33M ﹤0.01%
319,575
+240,921
3162
$1.32M ﹤0.01%
39,862
+8,753
3163
$1.32M ﹤0.01%
84,346
+37,175
3164
$1.32M ﹤0.01%
196,536
+26,275
3165
$1.32M ﹤0.01%
33,626
-3,959
3166
$1.31M ﹤0.01%
240,638
-133,089
3167
$1.31M ﹤0.01%
43,881
-5,979
3168
$1.31M ﹤0.01%
24,349
-4,266
3169
$1.31M ﹤0.01%
190,907
-3,251
3170
$1.31M ﹤0.01%
55,990
+39,740
3171
$1.31M ﹤0.01%
167,867
-309,075
3172
$1.31M ﹤0.01%
7,715
-4,504
3173
$1.31M ﹤0.01%
46,881
-6,798
3174
$1.3M ﹤0.01%
46,734
-34,885
3175
$1.3M ﹤0.01%
142,180
-1,122
125 126
127
128 129