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
3476
$895K ﹤0.01%
167,297
+29,621
3477
$894K ﹤0.01%
30,145
+12,244
3478
$894K ﹤0.01%
27,667
-2,343
3479
$891K ﹤0.01%
73,738
+7,506
3480
$890K ﹤0.01%
20,906
-476
3481
$888K ﹤0.01%
34,437
-40,348
3482
$888K ﹤0.01%
133,529
-9,700
3483
$887K ﹤0.01%
61,572
-16,964
3484
$886K ﹤0.01%
59,832
+15,692
3485
$885K ﹤0.01%
37,582
-5,216
3486
$884K ﹤0.01%
92,961
+13,552
3487
$880K ﹤0.01%
+5,450
3488
$878K ﹤0.01%
64,977
-2,022
3489
$877K ﹤0.01%
31,147
-1,627
3490
$875K ﹤0.01%
19,839
+6,869
3491
$875K ﹤0.01%
171,554
-184,537
3492
$874K ﹤0.01%
490,684
-1,237,251
3493
$872K ﹤0.01%
21,047
-29,848
3494
$871K ﹤0.01%
85,411
+85,404
3495
$870K ﹤0.01%
75,445
-70,098
3496
$869K ﹤0.01%
94,899
+42,254
3497
$867K ﹤0.01%
34,578
-29,588
3498
$866K ﹤0.01%
5,943
+1,225
3499
$864K ﹤0.01%
11,520
-7,016
3500
$861K ﹤0.01%
84,135
-125,798
138 139
140
141 142