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
4226
$320K ﹤0.01%
14,663
-34,168
4227
$320K ﹤0.01%
5,643
+3,055
4228
$319K ﹤0.01%
11,099
-8,085
4229
$319K ﹤0.01%
35,833
-126,270
4230
$319K ﹤0.01%
32,973
+26,638
4231
$318K ﹤0.01%
45,133
-14,604
4232
$318K ﹤0.01%
23,105
+999
4233
$318K ﹤0.01%
11,092
-4,834
4234
$317K ﹤0.01%
6,378
+1,860
4235
$317K ﹤0.01%
9,781
-5,540
4236
$316K ﹤0.01%
9,613
-15,417
4237
$316K ﹤0.01%
32,796
+27,182
4238
$315K ﹤0.01%
5,109
-1,172
4239
$315K ﹤0.01%
16,052
+6,330
4240
$315K ﹤0.01%
36,568
+25,668
4241
$315K ﹤0.01%
5,430
-7,938
4242
$314K ﹤0.01%
26,718
-53,665
4243
$314K ﹤0.01%
40,458
-29,684
4244
$314K ﹤0.01%
21,453
-5,244
4245
$314K ﹤0.01%
27,926
-7,987
4246
$313K ﹤0.01%
110,697
+54,646
4247
$313K ﹤0.01%
4,799
-7,312
4248
$313K ﹤0.01%
19,026
-39,285
4249
$313K ﹤0.01%
23,860
-12,863
4250
$313K ﹤0.01%
14,585
-11,208
168 169
170
171 172