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
3801
$593K ﹤0.01%
31,516
-171,967
3802
$593K ﹤0.01%
61,415
+6,787
3803
$593K ﹤0.01%
185,302
-25,780
3804
$589K ﹤0.01%
4,883
-9,550
3805
$589K ﹤0.01%
9,911
-1,195
3806
$589K ﹤0.01%
48,363
+15,608
3807
$588K ﹤0.01%
31,417
+22,166
3808
$588K ﹤0.01%
48,040
+13,240
3809
$588K ﹤0.01%
7,619
-381
3810
$588K ﹤0.01%
47,601
-3,342,938
3811
$588K ﹤0.01%
45,957
-2,029
3812
$587K ﹤0.01%
132,020
-78,729
3813
$585K ﹤0.01%
19,784
-20,049
3814
$584K ﹤0.01%
8,317
+7,355
3815
$584K ﹤0.01%
166,793
+55,399
3816
$583K ﹤0.01%
83,019
+28,464
3817
$582K ﹤0.01%
14,086
+8,420
3818
$581K ﹤0.01%
10,220
+9,955
3819
$580K ﹤0.01%
61,682
-4,778
3820
$580K ﹤0.01%
39,697
-1,473
3821
$578K ﹤0.01%
33,132
-2,337
3822
$578K ﹤0.01%
17,023
-6,363
3823
$577K ﹤0.01%
115,164
+80,754
3824
$576K ﹤0.01%
71,384
-12,551
3825
$576K ﹤0.01%
117,509
+3,294
151 152
153
154 155