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
5101
$90.4K ﹤0.01%
4,400
-512
5102
$90.4K ﹤0.01%
+3,252
5103
$90.2K ﹤0.01%
3,972
-10,115
5104
$89.9K ﹤0.01%
3,426
-6,073
5105
$89.8K ﹤0.01%
8,449
-10,397
5106
$89.5K ﹤0.01%
+10,294
5107
$89.4K ﹤0.01%
16,131
-7,496
5108
$89.4K ﹤0.01%
2,746
-15,629
5109
$89.3K ﹤0.01%
32,248
+32,203
5110
$89.2K ﹤0.01%
2,412
-5,381
5111
$89.2K ﹤0.01%
3,584
-6,993
5112
$89K ﹤0.01%
21,150
-16,694
5113
$88.9K ﹤0.01%
19,882
+13,754
5114
$88.7K ﹤0.01%
6,062
-1,440
5115
$88.6K ﹤0.01%
12,207
-254,174
5116
$88.4K ﹤0.01%
12,048
-7,143
5117
$88.2K ﹤0.01%
71,740
-170,752
5118
$88.2K ﹤0.01%
16,800
+11,242
5119
$88.1K ﹤0.01%
+4,165
5120
$88K ﹤0.01%
2,983
+407
5121
$88K ﹤0.01%
3,014
+777
5122
$87.6K ﹤0.01%
22,999
-20,688
5123
$87.4K ﹤0.01%
2,740
+1,901
5124
$87.4K ﹤0.01%
2,301
+640
5125
$87.2K ﹤0.01%
3,574
-3,372
203 204
205
206 207