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
3576
$794K ﹤0.01%
5,994
-7,185
3577
$794K ﹤0.01%
133,284
-30,493
3578
$791K ﹤0.01%
32,237
-887
3579
$789K ﹤0.01%
91,464
-62,400
3580
$789K ﹤0.01%
86,598
-21,507
3581
$789K ﹤0.01%
18,451
-6,960
3582
$788K ﹤0.01%
135,460
+15,278
3583
$788K ﹤0.01%
42,117
+33,119
3584
$787K ﹤0.01%
7,948
-330
3585
$787K ﹤0.01%
103,438
+59,280
3586
$787K ﹤0.01%
249
+132
3587
$786K ﹤0.01%
17,098
-810
3588
$785K ﹤0.01%
57,365
+31,460
3589
$785K ﹤0.01%
109,452
-6,738
3590
$784K ﹤0.01%
29,006
-27,175
3591
$783K ﹤0.01%
+354,504
3592
$783K ﹤0.01%
137,174
-63,608
3593
$782K ﹤0.01%
31,433
-166,930
3594
$780K ﹤0.01%
292,145
-75,510
3595
$779K ﹤0.01%
24,349
-8,991
3596
$778K ﹤0.01%
63,013
-21,713
3597
$778K ﹤0.01%
286,087
+22,488
3598
$778K ﹤0.01%
11,156
-8,068
3599
$777K ﹤0.01%
11,205
-45,654
3600
$775K ﹤0.01%
31,408
-31,240
142 143
144
145 146