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
3451
$924K ﹤0.01%
50,947
-241,524
3452
$924K ﹤0.01%
44,768
-153,912
3453
$917K ﹤0.01%
49,613
-3,857
3454
$915K ﹤0.01%
41,113
+13,134
3455
$913K ﹤0.01%
17,314
-44,507
3456
$910K ﹤0.01%
25,160
-27,783
3457
$908K ﹤0.01%
29,435
-44,159
3458
$908K ﹤0.01%
81,899
-9,704
3459
$907K ﹤0.01%
79,342
+3,288
3460
$906K ﹤0.01%
103,158
+19,321
3461
$905K ﹤0.01%
5,060
-1,278
3462
$904K ﹤0.01%
36,974
-6,419
3463
$904K ﹤0.01%
27,083
-3,594
3464
$904K ﹤0.01%
240,990
+103,174
3465
$904K ﹤0.01%
24,464
+3,259
3466
$903K ﹤0.01%
25,769
-19,809
3467
$903K ﹤0.01%
8,086
-599
3468
$902K ﹤0.01%
33,140
-1,523
3469
$901K ﹤0.01%
101,814
-139,249
3470
$899K ﹤0.01%
63,005
+1,864
3471
$898K ﹤0.01%
61,788
+8,993
3472
$897K ﹤0.01%
104,709
-52,605
3473
$897K ﹤0.01%
132,346
-1,752
3474
$897K ﹤0.01%
43,056
+4,881
3475
$895K ﹤0.01%
174,167
-97,552
137 138
139
140 141