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
3526
$840K ﹤0.01%
48,203
-231,330
3527
$840K ﹤0.01%
30,642
+2,415
3528
$839K ﹤0.01%
24,296
-20,885
3529
$836K ﹤0.01%
120,568
-157,741
3530
$834K ﹤0.01%
22,140
-45,162
3531
$833K ﹤0.01%
58,110
-1,814,039
3532
$833K ﹤0.01%
+144,368
3533
$833K ﹤0.01%
666,116
-370,534
3534
$832K ﹤0.01%
22,536
-15,145
3535
$830K ﹤0.01%
38,647
+391
3536
$830K ﹤0.01%
24,867
-840
3537
$828K ﹤0.01%
20,995
-38,130
3538
$828K ﹤0.01%
51,763
-13,411
3539
$826K ﹤0.01%
32,983
-7,641
3540
$826K ﹤0.01%
26,039
-13,466
3541
$825K ﹤0.01%
109,279
+5,560
3542
$825K ﹤0.01%
110,255
-6,515
3543
$824K ﹤0.01%
25,814
-7,277
3544
$823K ﹤0.01%
51,720
-164,471
3545
$822K ﹤0.01%
31,635
-4,876
3546
$821K ﹤0.01%
+51,467
3547
$820K ﹤0.01%
49,050
+16,477
3548
$820K ﹤0.01%
67,146
+1,764
3549
$819K ﹤0.01%
13,412
+2,025
3550
$818K ﹤0.01%
33,913
+33,416
140 141
142
143 144