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
3901
$504K ﹤0.01%
50,751
-66,199
3902
$503K ﹤0.01%
4,575
-7,193
3903
$503K ﹤0.01%
8,082
-711
3904
$501K ﹤0.01%
65,549
-4,534
3905
$500K ﹤0.01%
18,844
-12,818
3906
$500K ﹤0.01%
43,360
-4,291
3907
$500K ﹤0.01%
123,102
+119,974
3908
$500K ﹤0.01%
30,604
-20,935
3909
$500K ﹤0.01%
22,708
-1,522
3910
$499K ﹤0.01%
11,425
-28,438
3911
$499K ﹤0.01%
13,140
-10,343
3912
$499K ﹤0.01%
26,880
+24,652
3913
$498K ﹤0.01%
12,400
-30,787
3914
$496K ﹤0.01%
47,771
+22,265
3915
$496K ﹤0.01%
4,372
-431
3916
$496K ﹤0.01%
15,932
+1,450
3917
$495K ﹤0.01%
294,931
-21,369
3918
$495K ﹤0.01%
9,239
-7,221
3919
$495K ﹤0.01%
37,799
-27,017
3920
$495K ﹤0.01%
18,055
-11,502
3921
$495K ﹤0.01%
10,175
-6,657
3922
$494K ﹤0.01%
5,491
-146
3923
$492K ﹤0.01%
25,430
-45,690
3924
$492K ﹤0.01%
191,315
+161,230
3925
$491K ﹤0.01%
137,111
+23,968
155 156
157
158 159