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
3401
$996K ﹤0.01%
36,372
+3,023
3402
$993K ﹤0.01%
441,436
+108,609
3403
$993K ﹤0.01%
28,784
-22,282
3404
$992K ﹤0.01%
53,794
-36,468
3405
$990K ﹤0.01%
156,176
-42,856
3406
$988K ﹤0.01%
13,313
-18,835
3407
$986K ﹤0.01%
63,317
-3,620
3408
$986K ﹤0.01%
159,036
-25,893
3409
$986K ﹤0.01%
21,486
+3,762
3410
$982K ﹤0.01%
177,018
-64,670
3411
$982K ﹤0.01%
43,078
-16,016
3412
$980K ﹤0.01%
21,649
+6,184
3413
$979K ﹤0.01%
115,479
+50,651
3414
$976K ﹤0.01%
99,027
-411
3415
$975K ﹤0.01%
128,350
-20,923
3416
$974K ﹤0.01%
34,809
-7,699
3417
$972K ﹤0.01%
23,527
-7,139
3418
$971K ﹤0.01%
20,336
-25,825
3419
$969K ﹤0.01%
61,122
-51,229
3420
$969K ﹤0.01%
13,248
-4,615
3421
$968K ﹤0.01%
23,370
-922
3422
$966K ﹤0.01%
70,083
-93,935
3423
$965K ﹤0.01%
20,495
-16,607
3424
$964K ﹤0.01%
16,006
-6,298
3425
$962K ﹤0.01%
228,420
+115,151
135 136
137
138 139