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
4651
$168K ﹤0.01%
10,149
-28,910
4652
$168K ﹤0.01%
153,877
+32,126
4653
$168K ﹤0.01%
10,752
-5,626
4654
$167K ﹤0.01%
1,248
-187
4655
$167K ﹤0.01%
10,782
-564
4656
$167K ﹤0.01%
2,758
+2,757
4657
$167K ﹤0.01%
14,687
-7,011
4658
$166K ﹤0.01%
6,405
+402
4659
$166K ﹤0.01%
+903
4660
$166K ﹤0.01%
19,981
-1,250
4661
$166K ﹤0.01%
51,755
-115,557
4662
$164K ﹤0.01%
23,221
+22,944
4663
$164K ﹤0.01%
6,946
-7,247
4664
$164K ﹤0.01%
8,926
+346
4665
$164K ﹤0.01%
4,807
+4,581
4666
$164K ﹤0.01%
3,704
+1,923
4667
$164K ﹤0.01%
69,394
-126,898
4668
$164K ﹤0.01%
3,440
-4,501
4669
$164K ﹤0.01%
4,806
-20,611
4670
$164K ﹤0.01%
2,956
-2,012
4671
$163K ﹤0.01%
24,767
-39,636
4672
$163K ﹤0.01%
55,573
+42,956
4673
$163K ﹤0.01%
4,601
+4,579
4674
$163K ﹤0.01%
19,143
-25,047
4675
$163K ﹤0.01%
13,535
-4,240
185 186
187
188 189