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
4251
$312K ﹤0.01%
26,614
+3,043
4252
$312K ﹤0.01%
29,444
-7,715
4253
$311K ﹤0.01%
25,773
+2,979
4254
$311K ﹤0.01%
26,823
-1,116
4255
$311K ﹤0.01%
21,815
-1,654
4256
$311K ﹤0.01%
21,175
-31,016
4257
$311K ﹤0.01%
175,536
-308,408
4258
$310K ﹤0.01%
+24,738
4259
$310K ﹤0.01%
13,536
-9,466
4260
$309K ﹤0.01%
+14,611
4261
$309K ﹤0.01%
9,960
-10,146
4262
$309K ﹤0.01%
40,907
+9,778
4263
$308K ﹤0.01%
167,623
+17,754
4264
$308K ﹤0.01%
12,821
-6,273
4265
$308K ﹤0.01%
10,165
-3,992
4266
$308K ﹤0.01%
7,773
-6,873
4267
$308K ﹤0.01%
20,553
-19,041
4268
$307K ﹤0.01%
13,028
-14,641
4269
$306K ﹤0.01%
8,111
+3,717
4270
$306K ﹤0.01%
19,357
-426
4271
$304K ﹤0.01%
304,315
-28,969
4272
$303K ﹤0.01%
2,434
-1,467
4273
$302K ﹤0.01%
283,603
+142,328
4274
$302K ﹤0.01%
3,868
+2,756
4275
$302K ﹤0.01%
6,876
-7,406
169 170
171
172 173