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
3626
$747K ﹤0.01%
166,766
-122,091
3627
$745K ﹤0.01%
271,989
-71,229
3628
$744K ﹤0.01%
31,999
-521
3629
$744K ﹤0.01%
73,700
+63,981
3630
$744K ﹤0.01%
31,786
+4,419
3631
$742K ﹤0.01%
36,816
+8,273
3632
$742K ﹤0.01%
100,102
-6,858
3633
$741K ﹤0.01%
23,070
+3,563
3634
$740K ﹤0.01%
15,630
+10,723
3635
$739K ﹤0.01%
22,565
-16,871
3636
$739K ﹤0.01%
42,833
+741
3637
$737K ﹤0.01%
14,667
-5,656
3638
$735K ﹤0.01%
23,946
-6,069
3639
$735K ﹤0.01%
26,747
-20,723
3640
$735K ﹤0.01%
16,160
-7,462
3641
$734K ﹤0.01%
107,819
+28,420
3642
$732K ﹤0.01%
60,365
-143,331
3643
$728K ﹤0.01%
34,861
-243,956
3644
$728K ﹤0.01%
48,555
+39,955
3645
$728K ﹤0.01%
59,303
-123,807
3646
$727K ﹤0.01%
159,358
-580
3647
$726K ﹤0.01%
86,389
-55,028
3648
$725K ﹤0.01%
47,510
-13,762
3649
$724K ﹤0.01%
261,227
-153,616
3650
$723K ﹤0.01%
8,790
-11,455
144 145
146
147 148