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
3276
$1.14M ﹤0.01%
333,563
+25,500
3277
$1.14M ﹤0.01%
75,113
-133,616
3278
$1.14M ﹤0.01%
78,521
+4,080
3279
$1.14M ﹤0.01%
145,141
-1,700
3280
$1.14M ﹤0.01%
59,275
+29,275
3281
$1.14M ﹤0.01%
1,038,095
-772,279
3282
$1.14M ﹤0.01%
12,512
-20,756
3283
$1.14M ﹤0.01%
32,944
+4,893
3284
$1.14M ﹤0.01%
142,015
+3,046
3285
$1.14M ﹤0.01%
231,270
-301,861
3286
$1.14M ﹤0.01%
62,314
+19,719
3287
$1.14M ﹤0.01%
25,508
-76,237
3288
$1.14M ﹤0.01%
116,897
-58,138
3289
$1.14M ﹤0.01%
12,021
+306
3290
$1.14M ﹤0.01%
829,134
+151,881
3291
$1.14M ﹤0.01%
52,538
-35,962
3292
$1.14M ﹤0.01%
30,616
-12,702
3293
$1.13M ﹤0.01%
58,804
+8,321
3294
$1.13M ﹤0.01%
42,823
-24,701
3295
$1.13M ﹤0.01%
86,310
+30,390
3296
$1.13M ﹤0.01%
29,053
-48,938
3297
$1.13M ﹤0.01%
120,075
-15,937
3298
$1.12M ﹤0.01%
45,069
-13,174
3299
$1.12M ﹤0.01%
45,997
-22,538
3300
$1.12M ﹤0.01%
45,202
-8,102
130 131
132
133 134