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
4976
$108K ﹤0.01%
35,911
+12,742
4977
$108K ﹤0.01%
27,069
-28,866
4978
$108K ﹤0.01%
6,766
-793
4979
$108K ﹤0.01%
14,265
-22,381
4980
$107K ﹤0.01%
28,378
-4,568
4981
$107K ﹤0.01%
19,432
-18,605
4982
$106K ﹤0.01%
45,126
-34,395
4983
$106K ﹤0.01%
10,422
+8,088
4984
$106K ﹤0.01%
7,007
-16,353
4985
$106K ﹤0.01%
4,611
-1,715
4986
$105K ﹤0.01%
17,509
-15,588
4987
$105K ﹤0.01%
8,233
4988
$105K ﹤0.01%
3,096
+2,871
4989
$105K ﹤0.01%
+5,196
4990
$104K ﹤0.01%
15,054
-20,619
4991
$104K ﹤0.01%
+10,399
4992
$104K ﹤0.01%
90,952
+68,741
4993
$104K ﹤0.01%
6,680
-4,319
4994
$103K ﹤0.01%
6,913
+1,075
4995
$103K ﹤0.01%
87,959
+76,748
4996
$103K ﹤0.01%
70,365
+49,654
4997
$102K ﹤0.01%
2,257
+2,138
4998
$102K ﹤0.01%
46,048
-94,721
4999
$102K ﹤0.01%
3,133
-17,231
5000
$102K ﹤0.01%
67,471
-41,050
198 199
200
201 202