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
4501
$209K ﹤0.01%
23,227
-344,759
4502
$209K ﹤0.01%
39,732
-25,205
4503
$209K ﹤0.01%
18,450
-5,639
4504
$209K ﹤0.01%
87,338
-979,391
4505
$208K ﹤0.01%
13,027
+10,815
4506
$208K ﹤0.01%
7,247
-441
4507
$208K ﹤0.01%
4,728
-3,747
4508
$208K ﹤0.01%
+7,505
4509
$207K ﹤0.01%
10,061
+4,690
4510
$207K ﹤0.01%
3,223
-533
4511
$206K ﹤0.01%
146,353
-387,156
4512
$206K ﹤0.01%
9,900
-12,462
4513
$206K ﹤0.01%
28,092
-256,441
4514
$206K ﹤0.01%
60,826
+48,346
4515
$206K ﹤0.01%
32,885
-65,642
4516
$205K ﹤0.01%
56,631
-86,984
4517
$204K ﹤0.01%
5,532
-4,663
4518
$204K ﹤0.01%
73,384
-556,951
4519
$204K ﹤0.01%
8,928
-3,059
4520
$203K ﹤0.01%
10,755
+9,227
4521
$202K ﹤0.01%
+33,172
4522
$202K ﹤0.01%
64,383
+12,433
4523
$202K ﹤0.01%
69,008
+67,152
4524
$201K ﹤0.01%
4,793
-9,882
4525
$200K ﹤0.01%
121,448
+90,399
179 180
181
182 183