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
4401
$246K ﹤0.01%
12,208
+3,731
4402
$246K ﹤0.01%
5,070
-7,485
4403
$246K ﹤0.01%
505
+193
4404
$246K ﹤0.01%
40,447
+39,667
4405
$245K ﹤0.01%
14,055
-7,155
4406
$245K ﹤0.01%
11,221
-112,580
4407
$243K ﹤0.01%
53,748
+23,970
4408
$243K ﹤0.01%
51,800
-65,124
4409
$243K ﹤0.01%
25,555
+6,854
4410
$243K ﹤0.01%
5,552
+4,989
4411
$243K ﹤0.01%
5,706
+1,885
4412
$243K ﹤0.01%
10,387
+4,516
4413
$242K ﹤0.01%
10,135
+7,229
4414
$242K ﹤0.01%
5,822
+5,769
4415
$241K ﹤0.01%
29,993
-773
4416
$240K ﹤0.01%
4,977
+3,610
4417
$239K ﹤0.01%
56,934
+56,899
4418
$239K ﹤0.01%
+7,370
4419
$239K ﹤0.01%
2,601
+2,494
4420
$238K ﹤0.01%
5,173
-10,922
4421
$238K ﹤0.01%
10,169
+10,052
4422
$237K ﹤0.01%
40,089
+38,788
4423
$237K ﹤0.01%
4,871
+3,669
4424
$237K ﹤0.01%
71,579
-32,491
4425
$236K ﹤0.01%
+7,974
175 176
177
178 179