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
3351
$1.06M ﹤0.01%
159,601
-330,400
3352
$1.06M ﹤0.01%
46,289
-1,855
3353
$1.06M ﹤0.01%
48,723
-6,120
3354
$1.06M ﹤0.01%
17,494
-40
3355
$1.06M ﹤0.01%
102,488
+73,024
3356
$1.06M ﹤0.01%
75,938
-188,325
3357
$1.06M ﹤0.01%
87,806
-25,696
3358
$1.05M ﹤0.01%
36,018
+7,224
3359
$1.05M ﹤0.01%
100,329
-445,950
3360
$1.05M ﹤0.01%
9,098
-14,964
3361
$1.05M ﹤0.01%
76,234
-13,171
3362
$1.05M ﹤0.01%
62,127
+50,328
3363
$1.05M ﹤0.01%
4,572
-10,270
3364
$1.05M ﹤0.01%
13,815
-37,029
3365
$1.05M ﹤0.01%
58,847
+32,940
3366
$1.05M ﹤0.01%
12,929
-84,820
3367
$1.05M ﹤0.01%
204,027
+5,720
3368
$1.05M ﹤0.01%
44,504
+41,903
3369
$1.04M ﹤0.01%
78,941
+3,514
3370
$1.04M ﹤0.01%
24,593
-23,219
3371
$1.04M ﹤0.01%
96,277
-5,142
3372
$1.04M ﹤0.01%
75,022
-3,431
3373
$1.04M ﹤0.01%
69,054
+6,278
3374
$1.03M ﹤0.01%
91,057
+36,838
3375
$1.03M ﹤0.01%
181,047
-65,655
133 134
135
136 137