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
4701
$157K ﹤0.01%
52,707
-36,275
4702
$156K ﹤0.01%
+25,815
4703
$156K ﹤0.01%
5,809
+5,735
4704
$156K ﹤0.01%
18,369
-40,389
4705
$155K ﹤0.01%
4,792
+3,729
4706
$155K ﹤0.01%
8,490
+4,053
4707
$155K ﹤0.01%
16,959
-20,545
4708
$155K ﹤0.01%
+5,047
4709
$155K ﹤0.01%
65,276
-6,694
4710
$154K ﹤0.01%
2,067
-3,601
4711
$154K ﹤0.01%
6,141
-1,877
4712
$154K ﹤0.01%
11,322
-5,990
4713
$154K ﹤0.01%
2,220
-794
4714
$154K ﹤0.01%
7,802
-27,284
4715
$154K ﹤0.01%
4,065
-939
4716
$153K ﹤0.01%
4,322
-397
4717
$153K ﹤0.01%
5,495
-449
4718
$152K ﹤0.01%
8,493
-5,252
4719
$152K ﹤0.01%
4,923
+4,883
4720
$152K ﹤0.01%
14,060
-2,054
4721
$152K ﹤0.01%
9,882
-11,687
4722
$152K ﹤0.01%
6,602
-10,976
4723
$151K ﹤0.01%
68,176
+46,776
4724
$151K ﹤0.01%
+2,736
4725
$151K ﹤0.01%
+4,971
187 188
189
190 191