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
4276
$301K ﹤0.01%
14,848
-12,964
4277
$299K ﹤0.01%
11,047
4278
$299K ﹤0.01%
6,270
-340
4279
$299K ﹤0.01%
50,799
+33,144
4280
$298K ﹤0.01%
22,402
-26,075
4281
$297K ﹤0.01%
22,341
+4,384
4282
$296K ﹤0.01%
19,374
-13,618
4283
$296K ﹤0.01%
19,849
+3,724
4284
$296K ﹤0.01%
35,058
-26,498
4285
$295K ﹤0.01%
89,738
-11,964
4286
$292K ﹤0.01%
+8,349
4287
$291K ﹤0.01%
19,800
+15,984
4288
$291K ﹤0.01%
20,961
-52,149
4289
$291K ﹤0.01%
21,489
-34,148
4290
$290K ﹤0.01%
7,747
+5,213
4291
$290K ﹤0.01%
+7,150
4292
$290K ﹤0.01%
10,480
-23,119
4293
$289K ﹤0.01%
+42,112
4294
$289K ﹤0.01%
6,022
-7,986
4295
$287K ﹤0.01%
23,000
4296
$286K ﹤0.01%
33,772
-25,317
4297
$286K ﹤0.01%
8,253
-5,356
4298
$286K ﹤0.01%
87,754
-219,544
4299
$286K ﹤0.01%
7,032
+132
4300
$285K ﹤0.01%
5,225
-201
170 171
172
173 174