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
4026
$426K ﹤0.01%
13,897
-33,126
4027
$425K ﹤0.01%
47,997
-2,656
4028
$424K ﹤0.01%
10,208
-663
4029
$423K ﹤0.01%
21,345
+4,634
4030
$422K ﹤0.01%
39,248
-43,771
4031
$422K ﹤0.01%
+6,773
4032
$420K ﹤0.01%
51,327
+20,151
4033
$419K ﹤0.01%
+10,756
4034
$419K ﹤0.01%
34,761
-30,116
4035
$419K ﹤0.01%
19,004
+11,336
4036
$419K ﹤0.01%
39,425
+36,132
4037
$418K ﹤0.01%
10,947
-30,063
4038
$418K ﹤0.01%
70,540
-84,750
4039
$416K ﹤0.01%
24,953
-1,097
4040
$416K ﹤0.01%
28,091
-22,933
4041
$415K ﹤0.01%
34,828
+5,681
4042
$415K ﹤0.01%
24,038
-50,936
4043
$414K ﹤0.01%
32,011
-17,182
4044
$414K ﹤0.01%
50,398
+13,204
4045
$414K ﹤0.01%
35,773
-10,476
4046
$413K ﹤0.01%
18,727
-9,391
4047
$413K ﹤0.01%
8,965
-23,641
4048
$413K ﹤0.01%
28,287
-3,605
4049
$412K ﹤0.01%
2,809
+1,334
4050
$412K ﹤0.01%
16,702
-4,618
160 161
162
163 164