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
3651
$723K ﹤0.01%
20,956
+1,479
3652
$722K ﹤0.01%
124,988
-11,100
3653
$722K ﹤0.01%
53,502
-22,080
3654
$721K ﹤0.01%
86,738
-13,796
3655
$721K ﹤0.01%
+5,990
3656
$720K ﹤0.01%
76,081
-7,776
3657
$719K ﹤0.01%
44,663
-41,565
3658
$719K ﹤0.01%
4,460
-7,083
3659
$717K ﹤0.01%
462,836
+448,652
3660
$717K ﹤0.01%
86,514
-106,318
3661
$716K ﹤0.01%
31,198
-11,871
3662
$715K ﹤0.01%
12,670
-26,839
3663
$715K ﹤0.01%
17,139
+2,318
3664
$715K ﹤0.01%
155,001
-14,683
3665
$713K ﹤0.01%
88,137
+78,545
3666
$712K ﹤0.01%
20,231
+11,143
3667
$712K ﹤0.01%
23,987
+599
3668
$711K ﹤0.01%
130,734
+22,051
3669
$711K ﹤0.01%
58,195
-5,278
3670
$707K ﹤0.01%
34,123
+15,831
3671
$706K ﹤0.01%
65,913
+18,840
3672
$703K ﹤0.01%
360,689
+67,607
3673
$701K ﹤0.01%
109,699
-42,289
3674
$701K ﹤0.01%
1,410
-1,418
3675
$700K ﹤0.01%
44,503
-7,229
145 146
147
148 149