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
3226
$1.21M ﹤0.01%
97,533
-15,495
3227
$1.21M ﹤0.01%
22,098
-39,322
3228
$1.21M ﹤0.01%
103,130
-38,290
3229
$1.2M ﹤0.01%
61,527
-33,957
3230
$1.2M ﹤0.01%
98,453
+49,562
3231
$1.2M ﹤0.01%
161,865
+90,502
3232
$1.2M ﹤0.01%
38,285
-3,796
3233
$1.2M ﹤0.01%
43,883
-6,702
3234
$1.2M ﹤0.01%
28,649
-517
3235
$1.2M ﹤0.01%
167,023
+76,955
3236
$1.2M ﹤0.01%
58,441
-17,293
3237
$1.19M ﹤0.01%
89,739
-145,095
3238
$1.19M ﹤0.01%
26,026
-41,943
3239
$1.19M ﹤0.01%
31,836
+2,132
3240
$1.19M ﹤0.01%
53,863
+18,286
3241
$1.19M ﹤0.01%
74,488
-44,541
3242
$1.18M ﹤0.01%
18,660
-29,611
3243
$1.18M ﹤0.01%
11,043
-46,569
3244
$1.18M ﹤0.01%
86,435
+54,059
3245
$1.18M ﹤0.01%
62,167
+19,564
3246
$1.18M ﹤0.01%
130,544
+5,521
3247
$1.18M ﹤0.01%
104,458
+69,299
3248
$1.18M ﹤0.01%
190,551
+117,783
3249
$1.18M ﹤0.01%
32,937
-45,048
3250
$1.18M ﹤0.01%
34,446
-39,808
128 129
130
131 132