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
3876
$527K ﹤0.01%
65,698
-89,031
3877
$527K ﹤0.01%
19,500
-10,557
3878
$523K ﹤0.01%
129,031
-35,684
3879
$522K ﹤0.01%
21,189
-5,396
3880
$521K ﹤0.01%
30,732
-29,311
3881
$521K ﹤0.01%
186,036
-19,196
3882
$521K ﹤0.01%
106,702
-185,282
3883
$517K ﹤0.01%
2,515
-230
3884
$517K ﹤0.01%
13,758
+6,886
3885
$516K ﹤0.01%
10,500
+10,276
3886
$514K ﹤0.01%
27,650
+1,962
3887
$514K ﹤0.01%
3,649
-197
3888
$513K ﹤0.01%
68,573
-140,903
3889
$512K ﹤0.01%
59,247
+53,313
3890
$511K ﹤0.01%
8,418
+64
3891
$511K ﹤0.01%
36,552
+1,895
3892
$511K ﹤0.01%
1,295
-353
3893
$510K ﹤0.01%
8,622
+1,472
3894
$510K ﹤0.01%
24,056
-29,532
3895
$509K ﹤0.01%
21,501
+2,859
3896
$508K ﹤0.01%
126,034
+17,347
3897
$508K ﹤0.01%
42,516
-45,095
3898
$506K ﹤0.01%
30,173
-181,634
3899
$505K ﹤0.01%
32,400
+2,444
3900
$505K ﹤0.01%
16,071
+131
154 155
156
157 158