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
3826
$575K ﹤0.01%
124,257
-175,869
3827
$575K ﹤0.01%
73,421
-97,497
3828
$575K ﹤0.01%
26,404
+13,173
3829
$571K ﹤0.01%
80,807
-13,254
3830
$569K ﹤0.01%
17,397
+7,118
3831
$569K ﹤0.01%
42,681
-39,942
3832
$568K ﹤0.01%
17,545
-19,881
3833
$568K ﹤0.01%
16,028
-30,282
3834
$564K ﹤0.01%
13,407
+306
3835
$564K ﹤0.01%
16,588
-7,901
3836
$564K ﹤0.01%
28,400
-6,676
3837
$561K ﹤0.01%
24,013
-7,329
3838
$561K ﹤0.01%
19,490
-27
3839
$560K ﹤0.01%
21,611
+5,674
3840
$559K ﹤0.01%
13,876
-15
3841
$558K ﹤0.01%
87,982
+1,031
3842
$556K ﹤0.01%
15,721
-19,776
3843
$555K ﹤0.01%
22,110
-32
3844
$553K ﹤0.01%
23,139
+5,779
3845
$552K ﹤0.01%
64,922
-39,519
3846
$552K ﹤0.01%
26,409
-18,842
3847
$550K ﹤0.01%
82,786
+72,251
3848
$550K ﹤0.01%
27,261
+2,829
3849
$545K ﹤0.01%
15,783
-3,473
3850
$545K ﹤0.01%
72,331
+2,423
152 153
154
155 156