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
4776
$142K ﹤0.01%
8,499
+7,987
4777
$141K ﹤0.01%
7,664
-34,581
4778
$141K ﹤0.01%
51,126
-141,092
4779
$141K ﹤0.01%
16,898
-16,912
4780
$141K ﹤0.01%
8,502
+345
4781
$141K ﹤0.01%
4,047
+2,303
4782
$141K ﹤0.01%
10,979
-23,632
4783
$141K ﹤0.01%
6,256
-9,890
4784
$141K ﹤0.01%
89,042
-80,873
4785
$140K ﹤0.01%
3,512
+999
4786
$140K ﹤0.01%
19,113
-41,920
4787
$140K ﹤0.01%
872
-1,327
4788
$140K ﹤0.01%
+26,926
4789
$140K ﹤0.01%
3,560
-6,622
4790
$140K ﹤0.01%
17,118
-306
4791
$139K ﹤0.01%
81,022
+71,398
4792
$139K ﹤0.01%
9,545
-19,333
4793
$139K ﹤0.01%
8,102
-4,766
4794
$139K ﹤0.01%
+18,044
4795
$139K ﹤0.01%
45,720
-8,934
4796
$138K ﹤0.01%
43,533
-45,853
4797
$138K ﹤0.01%
54,490
+53,490
4798
$138K ﹤0.01%
34,357
+31,431
4799
$138K ﹤0.01%
5,212
-6,986
4800
$138K ﹤0.01%
+3,973
190 191
192
193 194