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
4826
$132K ﹤0.01%
78,672
+78,138
4827
$132K ﹤0.01%
6,655
-5
4828
$132K ﹤0.01%
2,810
+1,914
4829
$132K ﹤0.01%
732
-930
4830
$132K ﹤0.01%
4,179
-4,994
4831
$132K ﹤0.01%
21,991
-32,999
4832
$132K ﹤0.01%
47,042
-28,908
4833
$132K ﹤0.01%
+12,027
4834
$132K ﹤0.01%
1,971
-1,635
4835
$131K ﹤0.01%
6,687
-12,371
4836
$131K ﹤0.01%
2,550
+2,195
4837
$131K ﹤0.01%
7,012
-4,273
4838
$131K ﹤0.01%
2,632
-204
4839
$130K ﹤0.01%
50,773
-139,419
4840
$130K ﹤0.01%
2,287
-7,296
4841
$130K ﹤0.01%
7,845
+3,806
4842
$130K ﹤0.01%
3,862
-4,883
4843
$130K ﹤0.01%
186,844
+185,156
4844
$130K ﹤0.01%
13,358
-7,327
4845
$129K ﹤0.01%
31,946
-15,642
4846
$129K ﹤0.01%
17,977
+17,707
4847
$129K ﹤0.01%
9,991
-7,996
4848
$128K ﹤0.01%
35,859
-24,177
4849
$128K ﹤0.01%
17,672
-8,926
4850
$128K ﹤0.01%
6,918
-3,086
192 193
194
195 196