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
3851
$544K ﹤0.01%
13,003
-32,774
3852
$544K ﹤0.01%
17,894
-1,888
3853
$544K ﹤0.01%
11,562
-7,820
3854
$544K ﹤0.01%
28,990
-53,992
3855
$543K ﹤0.01%
60,213
+11,305
3856
$539K ﹤0.01%
164,356
-279,694
3857
$539K ﹤0.01%
33,758
-1,963
3858
$536K ﹤0.01%
45,541
+6,756
3859
$536K ﹤0.01%
15,521
-23,847
3860
$535K ﹤0.01%
89,352
-3,096
3861
$535K ﹤0.01%
19,991
-91,471
3862
$535K ﹤0.01%
89,281
-12,370
3863
$534K ﹤0.01%
40,154
-7,471
3864
$534K ﹤0.01%
1,514
-2,390
3865
$534K ﹤0.01%
13,847
-15,707
3866
$534K ﹤0.01%
41,634
-7,305
3867
$532K ﹤0.01%
59,309
-55,876
3868
$531K ﹤0.01%
63,331
-86,929
3869
$531K ﹤0.01%
12,803
+453
3870
$530K ﹤0.01%
3,080
-4,692
3871
$530K ﹤0.01%
9,140
-19,143
3872
$529K ﹤0.01%
171,089
+80,628
3873
$528K ﹤0.01%
64,809
+10,173
3874
$528K ﹤0.01%
7,025
+2,543
3875
$528K ﹤0.01%
90,187
+5,265
153 154
155
156 157