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
4426
$236K ﹤0.01%
+9,193
4427
$236K ﹤0.01%
95,353
+31,993
4428
$235K ﹤0.01%
12,182
-4,046
4429
$235K ﹤0.01%
8,991
+8,616
4430
$235K ﹤0.01%
16,236
-255
4431
$234K ﹤0.01%
503
+502
4432
$233K ﹤0.01%
3,683
+3,544
4433
$233K ﹤0.01%
28,760
-33,688
4434
$233K ﹤0.01%
21,505
+15,510
4435
$233K ﹤0.01%
14,410
-44,214
4436
$232K ﹤0.01%
19,388
+7,893
4437
$232K ﹤0.01%
48,312
-131,017
4438
$231K ﹤0.01%
9,290
+90
4439
$231K ﹤0.01%
50,765
+48,012
4440
$231K ﹤0.01%
+4,520
4441
$231K ﹤0.01%
2,640
+697
4442
$230K ﹤0.01%
9,208
-3,574
4443
$230K ﹤0.01%
12,100
+7,204
4444
$230K ﹤0.01%
8,011
-3,503
4445
$230K ﹤0.01%
93,810
-25,022
4446
$230K ﹤0.01%
19,004
-18,543
4447
$229K ﹤0.01%
+3,687
4448
$228K ﹤0.01%
10,684
-16,461
4449
$228K ﹤0.01%
2,227
+1,198
4450
$228K ﹤0.01%
9,793
-1,227
176 177
178
179 180