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
4751
$146K ﹤0.01%
3,081
+148
4752
$146K ﹤0.01%
142,828
+43,490
4753
$146K ﹤0.01%
+29,966
4754
$146K ﹤0.01%
6,271
-8,975
4755
$145K ﹤0.01%
10,036
+4,738
4756
$145K ﹤0.01%
55,001
+54,997
4757
$145K ﹤0.01%
111,168
+98,753
4758
$144K ﹤0.01%
9,715
+7,962
4759
$144K ﹤0.01%
18,493
-7,185
4760
$144K ﹤0.01%
24,352
+3,695
4761
$144K ﹤0.01%
2,300
-3,944
4762
$144K ﹤0.01%
3,267
-11,485
4763
$144K ﹤0.01%
22,635
-24,705
4764
$143K ﹤0.01%
4,245
-802
4765
$143K ﹤0.01%
8,424
+449
4766
$143K ﹤0.01%
27,156
-22,978
4767
$143K ﹤0.01%
3,195
+426
4768
$143K ﹤0.01%
82,115
+75,275
4769
$143K ﹤0.01%
+3,150
4770
$143K ﹤0.01%
22,567
-66,588
4771
$143K ﹤0.01%
4,269
+2,337
4772
$142K ﹤0.01%
4,744
-6,857
4773
$142K ﹤0.01%
6,125
+5,857
4774
$142K ﹤0.01%
1,536
+1,151
4775
$142K ﹤0.01%
4,723
-10,108
189 190
191
192 193