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
3701
$674K ﹤0.01%
8,552
+2,397
3702
$673K ﹤0.01%
83,821
+30,941
3703
$673K ﹤0.01%
16,033
-74,567
3704
$672K ﹤0.01%
36,616
+35,416
3705
$669K ﹤0.01%
20,997
+7,940
3706
$669K ﹤0.01%
74,546
-23,970
3707
$667K ﹤0.01%
64,012
-94,891
3708
$666K ﹤0.01%
17,815
-1,074
3709
$666K ﹤0.01%
56,246
-56,610
3710
$666K ﹤0.01%
85,100
+1,929
3711
$666K ﹤0.01%
52,758
+15,629
3712
$664K ﹤0.01%
239,796
-6,764
3713
$664K ﹤0.01%
59,014
-510
3714
$663K ﹤0.01%
17,996
-11,554
3715
$660K ﹤0.01%
54,475
+15,616
3716
$660K ﹤0.01%
20,240
-22,951
3717
$660K ﹤0.01%
35,173
-14,542
3718
$659K ﹤0.01%
+17,709
3719
$657K ﹤0.01%
46,876
-7,176
3720
$657K ﹤0.01%
106,838
+26,794
3721
$657K ﹤0.01%
27,193
-1,139
3722
$656K ﹤0.01%
87,864
-23,740
3723
$656K ﹤0.01%
195,218
+34,654
3724
$654K ﹤0.01%
6,340
-15,408
3725
$654K ﹤0.01%
8,778
-48,621
147 148
149
150 151