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
3726
$654K ﹤0.01%
75,769
+17,021
3727
$652K ﹤0.01%
17,239
-38,295
3728
$652K ﹤0.01%
36,365
-48,845
3729
$652K ﹤0.01%
74,890
-19,762
3730
$648K ﹤0.01%
37,307
-69,714
3731
$647K ﹤0.01%
18,504
3732
$643K ﹤0.01%
57,833
+4,522
3733
$642K ﹤0.01%
35,592
-2,062
3734
$642K ﹤0.01%
5,918
-3,942
3735
$641K ﹤0.01%
48,269
-41,339
3736
$640K ﹤0.01%
13,450
-10,575
3737
$639K ﹤0.01%
23,279
-9,293
3738
$639K ﹤0.01%
48,498
+22,231
3739
$638K ﹤0.01%
66,081
+30,276
3740
$635K ﹤0.01%
12,650
-21,357
3741
$634K ﹤0.01%
381,747
+106,868
3742
$633K ﹤0.01%
12,402
+9,461
3743
$633K ﹤0.01%
88,007
-8,152
3744
$632K ﹤0.01%
191,577
-8,689
3745
$631K ﹤0.01%
8,050
+666
3746
$630K ﹤0.01%
32,888
+6,161
3747
$630K ﹤0.01%
21,847
-19,653
3748
$629K ﹤0.01%
20,422
+20,072
3749
$629K ﹤0.01%
55,265
-2,611
3750
$629K ﹤0.01%
73,260
+14,077
148 149
150
151 152