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
4376
$255K ﹤0.01%
35,865
-22,788
4377
$255K ﹤0.01%
10,067
-5,120
4378
$255K ﹤0.01%
28,287
-5,236
4379
$254K ﹤0.01%
9,785
-644
4380
$254K ﹤0.01%
+4,825
4381
$254K ﹤0.01%
29,310
-31,049
4382
$254K ﹤0.01%
8,154
+5,906
4383
$254K ﹤0.01%
8,015
+7,251
4384
$254K ﹤0.01%
179,864
+139,239
4385
$253K ﹤0.01%
8,320
-6,305
4386
$253K ﹤0.01%
6,793
-35,550
4387
$253K ﹤0.01%
26,287
-46,422
4388
$253K ﹤0.01%
14,387
-17,643
4389
$251K ﹤0.01%
33,196
+10,566
4390
$251K ﹤0.01%
5,671
-12,654
4391
$250K ﹤0.01%
150,717
+31,402
4392
$250K ﹤0.01%
+114,605
4393
$250K ﹤0.01%
5,239
+151
4394
$249K ﹤0.01%
22,024
-26,339
4395
$249K ﹤0.01%
11,635
-31,649
4396
$249K ﹤0.01%
43,683
-46,860
4397
$249K ﹤0.01%
11,175
-4,570
4398
$248K ﹤0.01%
24,999
-7,488
4399
$247K ﹤0.01%
18,922
+7,208
4400
$246K ﹤0.01%
7,848
-9,716
174 175
176
177 178