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
3951
$470K ﹤0.01%
20,118
-6,717
3952
$470K ﹤0.01%
73,523
+59,105
3953
$469K ﹤0.01%
36,308
-32,183
3954
$469K ﹤0.01%
92,243
-73,197
3955
$468K ﹤0.01%
5,735
-12,302
3956
$467K ﹤0.01%
35,486
-9,070
3957
$467K ﹤0.01%
15,268
+12,872
3958
$466K ﹤0.01%
11,543
+11,057
3959
$466K ﹤0.01%
13,273
-1,375
3960
$465K ﹤0.01%
10,764
+3,114
3961
$465K ﹤0.01%
20,986
-18,055
3962
$464K ﹤0.01%
+13,043
3963
$463K ﹤0.01%
56,221
+55,790
3964
$463K ﹤0.01%
58,492
-45,792
3965
$463K ﹤0.01%
27,583
-22,112
3966
$462K ﹤0.01%
4,359
-713
3967
$461K ﹤0.01%
7,958
+3,008
3968
$460K ﹤0.01%
56,622
+35,060
3969
$456K ﹤0.01%
48,125
+10,567
3970
$456K ﹤0.01%
27,776
-18,799
3971
$455K ﹤0.01%
7,917
-34,691
3972
$453K ﹤0.01%
4,412
+123
3973
$453K ﹤0.01%
84,189
+2,740
3974
$453K ﹤0.01%
10,369
+1,063
3975
$452K ﹤0.01%
118,409
-42,321
157 158
159
160 161