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
3601
$772K ﹤0.01%
45,531
-42,452
3602
$772K ﹤0.01%
22,630
-11,605
3603
$770K ﹤0.01%
17,516
-2,939
3604
$769K ﹤0.01%
15,941
-18,893
3605
$769K ﹤0.01%
64,476
-13,346
3606
$769K ﹤0.01%
59,244
-74,416
3607
$767K ﹤0.01%
33,889
+8,048
3608
$764K ﹤0.01%
24,036
+13,116
3609
$764K ﹤0.01%
6,489
+6,277
3610
$760K ﹤0.01%
35,384
+10,584
3611
$760K ﹤0.01%
27,973
-10,367
3612
$760K ﹤0.01%
29,617
+18,895
3613
$760K ﹤0.01%
12,139
-20,811
3614
$759K ﹤0.01%
130,016
-36,871
3615
$758K ﹤0.01%
29,150
3616
$756K ﹤0.01%
191,278
-11,505
3617
$755K ﹤0.01%
8,300
-25,786
3618
$754K ﹤0.01%
43,485
-39,298
3619
$753K ﹤0.01%
13,228
-6,740
3620
$752K ﹤0.01%
116,445
-156,978
3621
$751K ﹤0.01%
19,116
-578
3622
$751K ﹤0.01%
11,457
+56
3623
$749K ﹤0.01%
23,273
-8,328
3624
$748K ﹤0.01%
20,568
-9,464
3625
$748K ﹤0.01%
95,138
-3,006
143 144
145
146 147