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
4351
$264K ﹤0.01%
25,161
-39,713
4352
$264K ﹤0.01%
11,799
+11,487
4353
$264K ﹤0.01%
38,662
-82,509
4354
$263K ﹤0.01%
4,781
-4,250
4355
$263K ﹤0.01%
3,642
+554
4356
$263K ﹤0.01%
10,714
+8,705
4357
$262K ﹤0.01%
18,805
+16,774
4358
$262K ﹤0.01%
12,489
+3,407
4359
$261K ﹤0.01%
4,032
-2,352
4360
$260K ﹤0.01%
12,753
-18,280
4361
$260K ﹤0.01%
10,537
+9,345
4362
$259K ﹤0.01%
3,523
-161
4363
$258K ﹤0.01%
7,665
+6,446
4364
$258K ﹤0.01%
+4,918
4365
$258K ﹤0.01%
105,141
+28,773
4366
$258K ﹤0.01%
29,572
-4,759
4367
$257K ﹤0.01%
22,817
-113,311
4368
$257K ﹤0.01%
13,327
-15,481
4369
$257K ﹤0.01%
5,360
+4,390
4370
$256K ﹤0.01%
7,301
+6,701
4371
$256K ﹤0.01%
20,934
+1,256
4372
$256K ﹤0.01%
8,979
-7,346
4373
$255K ﹤0.01%
11,140
-28,704
4374
$255K ﹤0.01%
20,417
-42,813
4375
$255K ﹤0.01%
8,197
+8,176
173 174
175
176 177