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
4451
$227K ﹤0.01%
+7,544
4452
$227K ﹤0.01%
79,793
-33,940
4453
$226K ﹤0.01%
20,711
-30,021
4454
$225K ﹤0.01%
271,866
+270,428
4455
$225K ﹤0.01%
1,954
+1,732
4456
$223K ﹤0.01%
31,741
-10,881
4457
$223K ﹤0.01%
21,788
-10,716
4458
$222K ﹤0.01%
11,985
+2,090
4459
$222K ﹤0.01%
7,534
-27,078
4460
$221K ﹤0.01%
27,391
+25,475
4461
$221K ﹤0.01%
15,328
-12,372
4462
$221K ﹤0.01%
+7,478
4463
$221K ﹤0.01%
+29,056
4464
$220K ﹤0.01%
24,123
+3,612
4465
$220K ﹤0.01%
12,897
-10,320
4466
$219K ﹤0.01%
10,755
-216,515
4467
$219K ﹤0.01%
22,569
+17,800
4468
$219K ﹤0.01%
15,168
-13,693
4469
$219K ﹤0.01%
190,697
+187,352
4470
$219K ﹤0.01%
41,170
+29,971
4471
$218K ﹤0.01%
11,280
-6,581
4472
$218K ﹤0.01%
4,659
+3,271
4473
$218K ﹤0.01%
123,854
+83,252
4474
$218K ﹤0.01%
6,192
-10,271
4475
$218K ﹤0.01%
5,737
+5,638
177 178
179
180 181