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
3251
$1.18M ﹤0.01%
45,560
+31,701
3252
$1.18M ﹤0.01%
30,932
-18,961
3253
$1.18M ﹤0.01%
62,289
-106,652
3254
$1.18M ﹤0.01%
16,174
-21,023
3255
$1.17M ﹤0.01%
530,540
-5,767
3256
$1.17M ﹤0.01%
77,744
+50,246
3257
$1.17M ﹤0.01%
37,937
+2,562
3258
$1.17M ﹤0.01%
33,418
-69,858
3259
$1.17M ﹤0.01%
31,326
+13,740
3260
$1.17M ﹤0.01%
25,984
-36,390
3261
$1.17M ﹤0.01%
26,528
-1,264
3262
$1.17M ﹤0.01%
49,673
+44,621
3263
$1.17M ﹤0.01%
399,583
-24,219
3264
$1.16M ﹤0.01%
63,664
-81,792
3265
$1.16M ﹤0.01%
15,039
-11,952
3266
$1.16M ﹤0.01%
1,660
-2,911
3267
$1.16M ﹤0.01%
167,854
+29,583
3268
$1.16M ﹤0.01%
130,960
-76,614
3269
$1.16M ﹤0.01%
79,605
-134,109
3270
$1.16M ﹤0.01%
113,134
+7,982
3271
$1.16M ﹤0.01%
73,441
+493
3272
$1.15M ﹤0.01%
342,589
-659,107
3273
$1.15M ﹤0.01%
7,059
-7,663
3274
$1.15M ﹤0.01%
462,042
+134,169
3275
$1.15M ﹤0.01%
180,705
+686
129 130
131
132 133