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
4726
$151K ﹤0.01%
3,055
+66
4727
$150K ﹤0.01%
46,726
-63,256
4728
$150K ﹤0.01%
4,010
+3,520
4729
$150K ﹤0.01%
10,952
+2,384
4730
$149K ﹤0.01%
38,133
-35,550
4731
$149K ﹤0.01%
4,413
+4,142
4732
$149K ﹤0.01%
7,477
-10,157
4733
$149K ﹤0.01%
15,191
+7,691
4734
$149K ﹤0.01%
8,510
-6,961
4735
$149K ﹤0.01%
6,607
-29,629
4736
$149K ﹤0.01%
2,451
-4,415
4737
$149K ﹤0.01%
7,629
+7,364
4738
$149K ﹤0.01%
12,164
-28,894
4739
$148K ﹤0.01%
19,567
-12,296
4740
$148K ﹤0.01%
72,452
+1,485
4741
$148K ﹤0.01%
15,373
-24,975
4742
$148K ﹤0.01%
2,734
+393
4743
$147K ﹤0.01%
12,435
-14,065
4744
$147K ﹤0.01%
+2,391
4745
$147K ﹤0.01%
11,342
-487
4746
$147K ﹤0.01%
45,516
-97,950
4747
$147K ﹤0.01%
1,459
-28
4748
$146K ﹤0.01%
+85,946
4749
$146K ﹤0.01%
+2,905
4750
$146K ﹤0.01%
5,393
-49,118
188 189
190
191 192