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
3976
$450K ﹤0.01%
10,006
+4,211
3977
$449K ﹤0.01%
17,698
+249
3978
$449K ﹤0.01%
17,397
-28,995
3979
$449K ﹤0.01%
9,043
-13,602
3980
$449K ﹤0.01%
10,009
-1,038
3981
$447K ﹤0.01%
13,199
-81
3982
$447K ﹤0.01%
33,161
+821
3983
$446K ﹤0.01%
32,019
+23,869
3984
$446K ﹤0.01%
58,563
+2,671
3985
$446K ﹤0.01%
21,258
+149
3986
$445K ﹤0.01%
10,249
+7,799
3987
$445K ﹤0.01%
36,765
-8,775
3988
$444K ﹤0.01%
79,532
-3,375
3989
$444K ﹤0.01%
43,086
-6,837
3990
$444K ﹤0.01%
14,237
-9,701
3991
$443K ﹤0.01%
79,415
-42,785
3992
$443K ﹤0.01%
78,410
+12,012
3993
$443K ﹤0.01%
67,602
+2,223
3994
$441K ﹤0.01%
34,100
-6,328
3995
$440K ﹤0.01%
41,660
-57,397
3996
$440K ﹤0.01%
61,943
-162,924
3997
$439K ﹤0.01%
27,003
-40,119
3998
$438K ﹤0.01%
107,100
-160,765
3999
$438K ﹤0.01%
631,948
-1,578,383
4000
$436K ﹤0.01%
+20,106
158 159
160
161 162