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
3751
$628K ﹤0.01%
26,009
-54,879
3752
$628K ﹤0.01%
132,569
-1,914
3753
$627K ﹤0.01%
17,914
-145,691
3754
$626K ﹤0.01%
12,277
+5,715
3755
$625K ﹤0.01%
6,765
-6,381
3756
$625K ﹤0.01%
31,193
-8,668
3757
$625K ﹤0.01%
55,718
+33,842
3758
$623K ﹤0.01%
12,760
-900
3759
$622K ﹤0.01%
88,525
-77,701
3760
$622K ﹤0.01%
56,522
-20,873
3761
$622K ﹤0.01%
10,363
-9,486
3762
$620K ﹤0.01%
23,812
+12,887
3763
$620K ﹤0.01%
59,891
+31,492
3764
$618K ﹤0.01%
21,713
-23,408
3765
$618K ﹤0.01%
19,985
-28,708
3766
$617K ﹤0.01%
37,645
-11,662
3767
$616K ﹤0.01%
93,382
+59,274
3768
$615K ﹤0.01%
104,466
-27,243
3769
$615K ﹤0.01%
28,517
-2,946
3770
$614K ﹤0.01%
9,569
-1,220
3771
$614K ﹤0.01%
50,266
-4,621
3772
$614K ﹤0.01%
17,470
-35,745
3773
$613K ﹤0.01%
76,490
+16,006
3774
$612K ﹤0.01%
53,194
+2,073
3775
$610K ﹤0.01%
36,421
+9,690
149 150
151
152 153