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
4926
$118K ﹤0.01%
7,738
-81,486
4927
$118K ﹤0.01%
16,414
+8,524
4928
$117K ﹤0.01%
4,719
-6,539
4929
$117K ﹤0.01%
82,443
-49,843
4930
$117K ﹤0.01%
4,741
+1,623
4931
$117K ﹤0.01%
28,793
+12,907
4932
$117K ﹤0.01%
+8,944
4933
$117K ﹤0.01%
8,066
-34,553
4934
$117K ﹤0.01%
6,069
-42,210
4935
$116K ﹤0.01%
35,982
-2,600
4936
$116K ﹤0.01%
22,539
-19,984
4937
$116K ﹤0.01%
5,050
-8,059
4938
$116K ﹤0.01%
13,784
-6,658
4939
$115K ﹤0.01%
74,887
+9,056
4940
$115K ﹤0.01%
2,398
-1,858
4941
$115K ﹤0.01%
24,596
-66,160
4942
$115K ﹤0.01%
6,078
-12,942
4943
$114K ﹤0.01%
6,718
+2,894
4944
$114K ﹤0.01%
3,895
+3,873
4945
$114K ﹤0.01%
5,836
+5,756
4946
$114K ﹤0.01%
+4,328
4947
$114K ﹤0.01%
62,516
4948
$113K ﹤0.01%
5,145
-11,029
4949
$113K ﹤0.01%
44,285
-20,978
4950
$112K ﹤0.01%
5,514
+3,944
196 197
198
199 200