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
4051
$411K ﹤0.01%
26,546
-1,571
4052
$411K ﹤0.01%
160,002
-1,613
4053
$411K ﹤0.01%
15,216
-15,537
4054
$410K ﹤0.01%
13,446
-6,628
4055
$410K ﹤0.01%
24,285
-2,578
4056
$410K ﹤0.01%
18,643
-17,820
4057
$410K ﹤0.01%
12,676
+9,040
4058
$409K ﹤0.01%
17,501
-14,539
4059
$409K ﹤0.01%
10,087
-25,268
4060
$408K ﹤0.01%
40,840
-63,790
4061
$408K ﹤0.01%
7,901
+1,637
4062
$407K ﹤0.01%
56,488
+32,104
4063
$407K ﹤0.01%
13,483
-2,787
4064
$407K ﹤0.01%
29,183
-25,348
4065
$406K ﹤0.01%
230,438
-118,570
4066
$404K ﹤0.01%
24,442
+12,703
4067
$403K ﹤0.01%
17,316
+6,994
4068
$402K ﹤0.01%
91,030
-37,049
4069
$402K ﹤0.01%
15,284
+291
4070
$401K ﹤0.01%
38,632
+5,210
4071
$400K ﹤0.01%
10,626
-925
4072
$400K ﹤0.01%
8,247
+173
4073
$400K ﹤0.01%
20,378
-6,752
4074
$400K ﹤0.01%
31,312
-20,637
4075
$399K ﹤0.01%
47,161
-94,982
161 162
163
164 165