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
3426
$960K ﹤0.01%
86,451
-17,121
3427
$960K ﹤0.01%
23,000
-811
3428
$958K ﹤0.01%
24,497
-19,542
3429
$954K ﹤0.01%
88,647
-11,946
3430
$954K ﹤0.01%
24,418
-4,653
3431
$953K ﹤0.01%
3,613
-3,656
3432
$952K ﹤0.01%
373,420
-122,066
3433
$952K ﹤0.01%
70,659
-101,513
3434
$951K ﹤0.01%
15,556
-20,635
3435
$950K ﹤0.01%
2,208
-870
3436
$949K ﹤0.01%
23,339
3437
$946K ﹤0.01%
44,610
+3,960
3438
$942K ﹤0.01%
32,317
-8,162
3439
$940K ﹤0.01%
77,683
+53,032
3440
$939K ﹤0.01%
20,515
+4,697
3441
$936K ﹤0.01%
136,469
+136,306
3442
$935K ﹤0.01%
21,525
-7,947
3443
$935K ﹤0.01%
62,776
-13,014
3444
$934K ﹤0.01%
40,969
+901
3445
$930K ﹤0.01%
52,075
-15,312
3446
$930K ﹤0.01%
37,641
+5,999
3447
$929K ﹤0.01%
83,876
+96
3448
$926K ﹤0.01%
82,004
-2,191
3449
$926K ﹤0.01%
17,876
-10,738
3450
$925K ﹤0.01%
34,871
+2,119
136 137
138
139 140