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
4801
$138K ﹤0.01%
4,953
-632
4802
$138K ﹤0.01%
84,903
-48,721
4803
$137K ﹤0.01%
+42,851
4804
$137K ﹤0.01%
4,584
+3,264
4805
$136K ﹤0.01%
7,648
-16,086
4806
$136K ﹤0.01%
9,976
+7,313
4807
$136K ﹤0.01%
+2,658
4808
$136K ﹤0.01%
17,120
-34,396
4809
$135K ﹤0.01%
25,089
-3,786
4810
$135K ﹤0.01%
5,306
+531
4811
$135K ﹤0.01%
8,690
-11,131
4812
$135K ﹤0.01%
10,053
-20,542
4813
$134K ﹤0.01%
17,593
+11,022
4814
$134K ﹤0.01%
3,467
+3,192
4815
$134K ﹤0.01%
+57,108
4816
$134K ﹤0.01%
3,859
+3,112
4817
$134K ﹤0.01%
8,215
+1,352
4818
$134K ﹤0.01%
4,048
-3,746
4819
$134K ﹤0.01%
65,901
-2,695
4820
$134K ﹤0.01%
8,772
+6,353
4821
$133K ﹤0.01%
17,382
+11,472
4822
$133K ﹤0.01%
38,778
+33,133
4823
$133K ﹤0.01%
18,081
+9,593
4824
$133K ﹤0.01%
2,918
-3,987
4825
$132K ﹤0.01%
29,985
-221,058
191 192
193
194 195