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
3201
$1.25M ﹤0.01%
34,530
-186,281
3202
$1.25M ﹤0.01%
19,635
-14,957
3203
$1.25M ﹤0.01%
35,818
+2
3204
$1.25M ﹤0.01%
121,956
-2,373
3205
$1.24M ﹤0.01%
1,012,018
-783,136
3206
$1.24M ﹤0.01%
137,496
-14,193
3207
$1.24M ﹤0.01%
67,784
-14,150
3208
$1.24M ﹤0.01%
53,400
-12,572
3209
$1.24M ﹤0.01%
96,092
-1,431
3210
$1.24M ﹤0.01%
62,300
+20,850
3211
$1.24M ﹤0.01%
57,637
+10,145
3212
$1.24M ﹤0.01%
137,208
-33,879
3213
$1.23M ﹤0.01%
115,308
+4,779
3214
$1.23M ﹤0.01%
34,000
-18,849
3215
$1.23M ﹤0.01%
189,320
-98,606
3216
$1.23M ﹤0.01%
144,979
+34,847
3217
$1.23M ﹤0.01%
39,039
-7,427
3218
$1.23M ﹤0.01%
249,632
-4,948
3219
$1.23M ﹤0.01%
20,810
-22,338
3220
$1.22M ﹤0.01%
55,437
-2,605
3221
$1.22M ﹤0.01%
96,932
-34,329
3222
$1.22M ﹤0.01%
20,360
+27
3223
$1.22M ﹤0.01%
145,362
+39,224
3224
$1.22M ﹤0.01%
101,627
+19,310
3225
$1.21M ﹤0.01%
7,260
-15,666
127 128
129
130 131