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
4001
$436K ﹤0.01%
29,386
-29,708
4002
$436K ﹤0.01%
6,946
-20,902
4003
$436K ﹤0.01%
15,108
-3,340
4004
$436K ﹤0.01%
88,754
-16,636
4005
$436K ﹤0.01%
6,193
-2,370
4006
$435K ﹤0.01%
10,470
-500
4007
$435K ﹤0.01%
15,274
+3,806
4008
$435K ﹤0.01%
10,728
-8,130
4009
$435K ﹤0.01%
19,636
+2,443
4010
$434K ﹤0.01%
9,151
-1,930
4011
$434K ﹤0.01%
26,842
+16,543
4012
$434K ﹤0.01%
69,165
-21,389
4013
$434K ﹤0.01%
39,243
+18,395
4014
$432K ﹤0.01%
+13,044
4015
$431K ﹤0.01%
16,936
+16,577
4016
$431K ﹤0.01%
72,903
+41,388
4017
$430K ﹤0.01%
24,475
+24,469
4018
$430K ﹤0.01%
12,470
+5,942
4019
$429K ﹤0.01%
8,602
-7,197
4020
$429K ﹤0.01%
8,102
+1,266
4021
$428K ﹤0.01%
31,820
-45,224
4022
$427K ﹤0.01%
30,832
+9,790
4023
$427K ﹤0.01%
8,434
-16,787
4024
$426K ﹤0.01%
51,404
+20,173
4025
$426K ﹤0.01%
12,835
+12,703
159 160
161
162 163