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
3176
$1.3M ﹤0.01%
110,399
+75,275
3177
$1.3M ﹤0.01%
99,856
+32,943
3178
$1.3M ﹤0.01%
23,870
+879
3179
$1.3M ﹤0.01%
52,127
-355,265
3180
$1.3M ﹤0.01%
79,251
-86,679
3181
$1.3M ﹤0.01%
151,315
-6,911
3182
$1.3M ﹤0.01%
70,358
-3,780
3183
$1.3M ﹤0.01%
30,499
-111,268
3184
$1.29M ﹤0.01%
267,314
-5,500
3185
$1.29M ﹤0.01%
23,373
-24,637
3186
$1.29M ﹤0.01%
103,395
+1,604
3187
$1.28M ﹤0.01%
122,351
-8,572
3188
$1.28M ﹤0.01%
68,677
+7,395
3189
$1.28M ﹤0.01%
75,299
-5,442
3190
$1.27M ﹤0.01%
15,518
-41,269
3191
$1.27M ﹤0.01%
173,031
-119,770
3192
$1.27M ﹤0.01%
72,005
-20,222
3193
$1.27M ﹤0.01%
66,260
+2,694
3194
$1.27M ﹤0.01%
177,421
-149,195
3195
$1.26M ﹤0.01%
23,151
+18,289
3196
$1.26M ﹤0.01%
+61,088
3197
$1.26M ﹤0.01%
101,790
-73,051
3198
$1.26M ﹤0.01%
133,864
-56,587
3199
$1.25M ﹤0.01%
17,440
-24,223
3200
$1.25M ﹤0.01%
23,001
-17,804
126 127
128
129 130