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
4901
$121K ﹤0.01%
+17,363
4902
$121K ﹤0.01%
27,392
+14,086
4903
$121K ﹤0.01%
27,733
-23,307
4904
$121K ﹤0.01%
2,437
+2,367
4905
$120K ﹤0.01%
11,695
-55,464
4906
$120K ﹤0.01%
11,386
-87,137
4907
$120K ﹤0.01%
9,548
-28,707
4908
$120K ﹤0.01%
3,868
-10,052
4909
$120K ﹤0.01%
4,325
-1,973
4910
$120K ﹤0.01%
5,799
+5,013
4911
$120K ﹤0.01%
+1,944
4912
$119K ﹤0.01%
22,247
+6,552
4913
$119K ﹤0.01%
5,600
4914
$119K ﹤0.01%
3,971
-2,258
4915
$119K ﹤0.01%
18,558
-30,650
4916
$119K ﹤0.01%
3,649
-18,825
4917
$119K ﹤0.01%
66,179
+61,665
4918
$119K ﹤0.01%
25,500
4919
$119K ﹤0.01%
15,376
-35,222
4920
$119K ﹤0.01%
8,165
+81
4921
$119K ﹤0.01%
5,805
-9,975
4922
$118K ﹤0.01%
2,576
-19,616
4923
$118K ﹤0.01%
10,826
-2,446
4924
$118K ﹤0.01%
14,003
-25,006
4925
$118K ﹤0.01%
11,716
-5,430
195 196
197
198 199