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
3676
$700K ﹤0.01%
300,321
-218,880
3677
$700K ﹤0.01%
32,630
+17,545
3678
$699K ﹤0.01%
18,054
-20,924
3679
$698K ﹤0.01%
176,620
+153,021
3680
$696K ﹤0.01%
33,328
+9,942
3681
$696K ﹤0.01%
29,946
-521
3682
$695K ﹤0.01%
31,088
-12,899
3683
$695K ﹤0.01%
15,084
+13,551
3684
$694K ﹤0.01%
10,117
-13,514
3685
$693K ﹤0.01%
100,256
-6,910
3686
$691K ﹤0.01%
51,550
+30,496
3687
$691K ﹤0.01%
66,580
+18,193
3688
$689K ﹤0.01%
159,186
+47,836
3689
$689K ﹤0.01%
44,957
-10,143
3690
$687K ﹤0.01%
54,109
+11,294
3691
$686K ﹤0.01%
44,490
-54,440
3692
$683K ﹤0.01%
19,536
+12,810
3693
$683K ﹤0.01%
11,566
+3,865
3694
$682K ﹤0.01%
84,651
+12,655
3695
$682K ﹤0.01%
54,270
-11,652
3696
$678K ﹤0.01%
28,008
-32,514
3697
$678K ﹤0.01%
22,599
-23,887
3698
$676K ﹤0.01%
1,495
-888
3699
$676K ﹤0.01%
307,424
+58,511
3700
$676K ﹤0.01%
4,978
-9,538
146 147
148
149 150