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
4176
$344K ﹤0.01%
13,431
+721
4177
$342K ﹤0.01%
2,746
-6,435
4178
$341K ﹤0.01%
5,034
+1,886
4179
$341K ﹤0.01%
9,603
+294
4180
$341K ﹤0.01%
4,124
-6,384
4181
$341K ﹤0.01%
20,654
-6,521
4182
$340K ﹤0.01%
95,100
-34,281
4183
$340K ﹤0.01%
48,218
+347
4184
$340K ﹤0.01%
+123,283
4185
$340K ﹤0.01%
10,618
-948
4186
$339K ﹤0.01%
24,180
-11,641
4187
$339K ﹤0.01%
7,697
+4,241
4188
$339K ﹤0.01%
179,420
+18,419
4189
$338K ﹤0.01%
36,047
-42,737
4190
$338K ﹤0.01%
9,707
-283
4191
$337K ﹤0.01%
91,319
+9,067
4192
$336K ﹤0.01%
6,894
+40
4193
$336K ﹤0.01%
28,776
+20,555
4194
$336K ﹤0.01%
49,181
+3,387
4195
$336K ﹤0.01%
12,653
-3,204
4196
$336K ﹤0.01%
32,071
-11,534
4197
$334K ﹤0.01%
12,388
-18,688
4198
$334K ﹤0.01%
269,255
-518,612
4199
$332K ﹤0.01%
20,899
-15,423
4200
$332K ﹤0.01%
33,846
+6,958
166 167
168
169 170