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
4301
$284K ﹤0.01%
7,306
+6,792
4302
$284K ﹤0.01%
3,813
+1,659
4303
$284K ﹤0.01%
25,477
-24,187
4304
$283K ﹤0.01%
31,185
-67,960
4305
$283K ﹤0.01%
2,894
+504
4306
$282K ﹤0.01%
8,666
+7,294
4307
$282K ﹤0.01%
268,710
+207,801
4308
$282K ﹤0.01%
5,127
-7,310
4309
$282K ﹤0.01%
7,840
-10,733
4310
$281K ﹤0.01%
94,991
-6,984
4311
$281K ﹤0.01%
13,219
+2,063
4312
$280K ﹤0.01%
+2,832
4313
$280K ﹤0.01%
105,312
-64,003
4314
$280K ﹤0.01%
21,169
-17,190
4315
$280K ﹤0.01%
12,342
-16,056
4316
$278K ﹤0.01%
26,323
-2,543
4317
$277K ﹤0.01%
16,131
+14,476
4318
$277K ﹤0.01%
10,133
-116
4319
$277K ﹤0.01%
8,574
+243
4320
$276K ﹤0.01%
3,957
-66
4321
$274K ﹤0.01%
20,046
+124
4322
$274K ﹤0.01%
+18,162
4323
$273K ﹤0.01%
4,589
+889
4324
$273K ﹤0.01%
66,772
-5,274
4325
$273K ﹤0.01%
25,114
-1,453
171 172
173
174 175