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
3326
$1.09M ﹤0.01%
89,439
-78,798
3327
$1.09M ﹤0.01%
69,289
-9,157
3328
$1.09M ﹤0.01%
463,811
+455,457
3329
$1.08M ﹤0.01%
75,786
-856
3330
$1.08M ﹤0.01%
131,506
-241,105
3331
$1.08M ﹤0.01%
22,425
-13,499
3332
$1.08M ﹤0.01%
30,931
+696
3333
$1.08M ﹤0.01%
67,006
-94,737
3334
$1.07M ﹤0.01%
15,365
-46,060
3335
$1.07M ﹤0.01%
15,103
-11,697
3336
$1.07M ﹤0.01%
53,214
-10,865
3337
$1.07M ﹤0.01%
27,066
-58,029
3338
$1.07M ﹤0.01%
11,345
-11,653
3339
$1.07M ﹤0.01%
53,769
-25,990
3340
$1.07M ﹤0.01%
46,045
+10,947
3341
$1.07M ﹤0.01%
125,674
+58,250
3342
$1.07M ﹤0.01%
126,539
-304,466
3343
$1.07M ﹤0.01%
101,573
+101,501
3344
$1.07M ﹤0.01%
21,250
-201,550
3345
$1.06M ﹤0.01%
76,808
+6,174
3346
$1.06M ﹤0.01%
87,443
-28,955
3347
$1.06M ﹤0.01%
316,499
+137,371
3348
$1.06M ﹤0.01%
19,589
+8,185
3349
$1.06M ﹤0.01%
202,981
+52,013
3350
$1.06M ﹤0.01%
92,633
-11,625
132 133
134
135 136