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
3926
$491K ﹤0.01%
8,670
+136
3927
$490K ﹤0.01%
12,578
-23,668
3928
$490K ﹤0.01%
21,481
-17,495
3929
$488K ﹤0.01%
27,285
-12,715
3930
$487K ﹤0.01%
138,489
+117,006
3931
$487K ﹤0.01%
36,794
+34,348
3932
$484K ﹤0.01%
3,952
+172
3933
$483K ﹤0.01%
18,324
+1,660
3934
$483K ﹤0.01%
12,291
-3,682
3935
$481K ﹤0.01%
6,755
-224
3936
$480K ﹤0.01%
263,965
+21,140
3937
$480K ﹤0.01%
21,616
-19,143
3938
$480K ﹤0.01%
105,685
-123,801
3939
$480K ﹤0.01%
5,151
-5,627
3940
$479K ﹤0.01%
45,031
-8,373
3941
$479K ﹤0.01%
9,618
-13,957
3942
$477K ﹤0.01%
15,118
-14,169
3943
$474K ﹤0.01%
334,027
-94,042
3944
$474K ﹤0.01%
48,340
-41,452
3945
$473K ﹤0.01%
135,791
+42,943
3946
$472K ﹤0.01%
23,309
-27,835
3947
$472K ﹤0.01%
161,783
-162,211
3948
$472K ﹤0.01%
25,004
-36,390
3949
$472K ﹤0.01%
15,592
-500
3950
$472K ﹤0.01%
8,480
-5,844
156 157
158
159 160