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
4126
$367K ﹤0.01%
5,326
-5,249
4127
$365K ﹤0.01%
9,496
+8,016
4128
$364K ﹤0.01%
32,567
+966
4129
$364K ﹤0.01%
23,896
+22,539
4130
$364K ﹤0.01%
85,541
-172,818
4131
$363K ﹤0.01%
16,978
-12,653
4132
$363K ﹤0.01%
39,219
+38,645
4133
$361K ﹤0.01%
+18,055
4134
$361K ﹤0.01%
23,225
+2,265
4135
$360K ﹤0.01%
29,088
-28,236
4136
$360K ﹤0.01%
24,295
-12,037
4137
$360K ﹤0.01%
25,111
+10,111
4138
$359K ﹤0.01%
32,048
+5,887
4139
$359K ﹤0.01%
46,957
+28,039
4140
$359K ﹤0.01%
15,833
-3,681
4141
$358K ﹤0.01%
57,240
-16,083
4142
$358K ﹤0.01%
30,706
+3,997
4143
$357K ﹤0.01%
26,008
-95,391
4144
$357K ﹤0.01%
6,038
+868
4145
$357K ﹤0.01%
81,109
-73,821
4146
$357K ﹤0.01%
33,245
-33,448
4147
$356K ﹤0.01%
7,652
+89
4148
$356K ﹤0.01%
15,714
-6,028
4149
$356K ﹤0.01%
33,653
-1,757
4150
$355K ﹤0.01%
40,293
+1,993
164 165
166
167 168