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
4076
$398K ﹤0.01%
37,237
-21,047
4077
$397K ﹤0.01%
5,708
+3,247
4078
$394K ﹤0.01%
27,231
-16,688
4079
$394K ﹤0.01%
18,428
-1,504
4080
$392K ﹤0.01%
73,412
-209
4081
$392K ﹤0.01%
17,751
-16,076
4082
$391K ﹤0.01%
3,920
+2,630
4083
$391K ﹤0.01%
1,738
-1,582
4084
$390K ﹤0.01%
45,439
-12,113
4085
$390K ﹤0.01%
5,020
-737
4086
$390K ﹤0.01%
12,138
-10,698
4087
$389K ﹤0.01%
78,052
+78,024
4088
$387K ﹤0.01%
49,517
-37,685
4089
$387K ﹤0.01%
5,492
-41,757
4090
$387K ﹤0.01%
6,410
-2,095
4091
$387K ﹤0.01%
25,709
-9,510
4092
$386K ﹤0.01%
128,800
-485
4093
$386K ﹤0.01%
1,290
+340
4094
$385K ﹤0.01%
17,567
-19,116
4095
$384K ﹤0.01%
35,315
+2,673
4096
$384K ﹤0.01%
112,972
-591,219
4097
$383K ﹤0.01%
+3,169
4098
$382K ﹤0.01%
8,337
+8,332
4099
$382K ﹤0.01%
23,191
+1,340
4100
$382K ﹤0.01%
27,894
+20,443
162 163
164
165 166