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
4326
$272K ﹤0.01%
+9,554
4327
$272K ﹤0.01%
7,513
-5,173
4328
$272K ﹤0.01%
30,387
-4,960
4329
$271K ﹤0.01%
32,854
+876
4330
$271K ﹤0.01%
12,579
+840
4331
$271K ﹤0.01%
161,113
-5,848
4332
$270K ﹤0.01%
58,506
+58,260
4333
$270K ﹤0.01%
+14,157
4334
$270K ﹤0.01%
21,460
-11,069
4335
$270K ﹤0.01%
8,234
+8,053
4336
$270K ﹤0.01%
7,895
+4,295
4337
$268K ﹤0.01%
5,628
-5,196
4338
$267K ﹤0.01%
28,392
+2,870
4339
$267K ﹤0.01%
7,574
-1,797
4340
$267K ﹤0.01%
7,214
-33,860
4341
$267K ﹤0.01%
6,431
-170
4342
$267K ﹤0.01%
7,227
+6,079
4343
$267K ﹤0.01%
12,250
-16,929
4344
$266K ﹤0.01%
4,774
-8,430
4345
$266K ﹤0.01%
8,456
+2,611
4346
$266K ﹤0.01%
40,019
-44,684
4347
$266K ﹤0.01%
6,638
-11,046
4348
$266K ﹤0.01%
6,549
-2,298
4349
$265K ﹤0.01%
5,832
+5,829
4350
$265K ﹤0.01%
17,103
+717
172 173
174
175 176