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
3301
$1.12M ﹤0.01%
43,898
-58,364
3302
$1.12M ﹤0.01%
607,601
+360,048
3303
$1.12M ﹤0.01%
69,498
-8,246
3304
$1.12M ﹤0.01%
49,908
+8,247
3305
$1.11M ﹤0.01%
69,859
-19,111
3306
$1.11M ﹤0.01%
44,890
-50,068
3307
$1.11M ﹤0.01%
41,339
+2,849
3308
$1.11M ﹤0.01%
18,528
+1,299
3309
$1.11M ﹤0.01%
75,210
+23,039
3310
$1.11M ﹤0.01%
57,099
-103,621
3311
$1.11M ﹤0.01%
82,727
+27,394
3312
$1.11M ﹤0.01%
26,777
+26,769
3313
$1.11M ﹤0.01%
9,543
-13,560
3314
$1.11M ﹤0.01%
18,365
-13,599
3315
$1.1M ﹤0.01%
114,542
-117,244
3316
$1.1M ﹤0.01%
62,697
-173,914
3317
$1.1M ﹤0.01%
32,842
-15,197
3318
$1.1M ﹤0.01%
104,081
-8,890
3319
$1.1M ﹤0.01%
234,098
-87,792
3320
$1.09M ﹤0.01%
30,553
-9,010
3321
$1.09M ﹤0.01%
46,523
-12,097
3322
$1.09M ﹤0.01%
106,930
-37,333
3323
$1.09M ﹤0.01%
60,510
-13,608
3324
$1.09M ﹤0.01%
12,227
+3,904
3325
$1.09M ﹤0.01%
83,274
+21
131 132
133
134 135