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
4951
$112K ﹤0.01%
3,343
-13,193
4952
$112K ﹤0.01%
5,954
-10,801
4953
$112K ﹤0.01%
34,379
+30,179
4954
$112K ﹤0.01%
53,936
-42,647
4955
$112K ﹤0.01%
+3,809
4956
$112K ﹤0.01%
9,342
-16,135
4957
$111K ﹤0.01%
8,498
-17,383
4958
$111K ﹤0.01%
21,553
+21,532
4959
$111K ﹤0.01%
102,786
-440,616
4960
$111K ﹤0.01%
14,974
-55,503
4961
$110K ﹤0.01%
16,044
-1,668
4962
$110K ﹤0.01%
8,630
-9,151
4963
$110K ﹤0.01%
22,158
-21,537
4964
$110K ﹤0.01%
2,237
+2
4965
$110K ﹤0.01%
1,101
+129
4966
$110K ﹤0.01%
2,830
+2,775
4967
$109K ﹤0.01%
+6,142
4968
$109K ﹤0.01%
2,450
-1,421
4969
$109K ﹤0.01%
+10,900
4970
$109K ﹤0.01%
+6,732
4971
$109K ﹤0.01%
13,589
-9,536
4972
$109K ﹤0.01%
24,103
+18,923
4973
$109K ﹤0.01%
16,111
+9,660
4974
$109K ﹤0.01%
+5,636
4975
$108K ﹤0.01%
+4,233
197 198
199
200 201