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
3501
$861K ﹤0.01%
41,619
+4,014
3502
$860K ﹤0.01%
42,327
-13,243
3503
$859K ﹤0.01%
+34,830
3504
$858K ﹤0.01%
37,776
-3,326
3505
$858K ﹤0.01%
89,165
-13,857
3506
$857K ﹤0.01%
83,557
-2,053
3507
$857K ﹤0.01%
132,894
-72,245
3508
$856K ﹤0.01%
21,671
-19,881
3509
$855K ﹤0.01%
7,108
+6,686
3510
$854K ﹤0.01%
61,024
-47,864
3511
$852K ﹤0.01%
10,844
-4,686
3512
$852K ﹤0.01%
121,923
+18,155
3513
$850K ﹤0.01%
93,454
+2,946
3514
$849K ﹤0.01%
8,737
-786
3515
$849K ﹤0.01%
10,462
-12,305
3516
$847K ﹤0.01%
19,723
-196
3517
$846K ﹤0.01%
6,072
-4,724
3518
$844K ﹤0.01%
14,445
+1,185
3519
$844K ﹤0.01%
18,326
-419
3520
$843K ﹤0.01%
91,087
+83,245
3521
$842K ﹤0.01%
76,238
-1,925
3522
$841K ﹤0.01%
273,984
+84,066
3523
$841K ﹤0.01%
95,797
+26,442
3524
$841K ﹤0.01%
20,548
-25,433
3525
$840K ﹤0.01%
38,683
-18,907
139 140
141
142 143