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
3376
$1.03M ﹤0.01%
50,564
+7,162
3377
$1.03M ﹤0.01%
123,579
-28,011
3378
$1.03M ﹤0.01%
16,573
-10,458
3379
$1.03M ﹤0.01%
83,260
+26,051
3380
$1.03M ﹤0.01%
17,676
-5,353
3381
$1.02M ﹤0.01%
191,747
-66,757
3382
$1.02M ﹤0.01%
14,042
-33,512
3383
$1.02M ﹤0.01%
11,296
-6,026
3384
$1.02M ﹤0.01%
105,747
-68,773
3385
$1.02M ﹤0.01%
33,032
-14,360
3386
$1.02M ﹤0.01%
25,661
-19,646
3387
$1.01M ﹤0.01%
34,035
-4,618
3388
$1.01M ﹤0.01%
22,537
+4,092
3389
$1.01M ﹤0.01%
126,056
-194,676
3390
$1.01M ﹤0.01%
39,479
-10,751
3391
$1.01M ﹤0.01%
92,104
+21,370
3392
$1.01M ﹤0.01%
+18,974
3393
$1.01M ﹤0.01%
30,434
+5,252
3394
$1.01M ﹤0.01%
79,241
-112,205
3395
$1M ﹤0.01%
27,258
+19,086
3396
$1M ﹤0.01%
41,585
-77,779
3397
$1M ﹤0.01%
165,809
-179,532
3398
$1M ﹤0.01%
122,876
+114,358
3399
$1,000K ﹤0.01%
44,835
-11
3400
$998K ﹤0.01%
95,578
+5,262
134 135
136
137 138