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
5676
$41.2K ﹤0.01%
+13,068
5677
$41.1K ﹤0.01%
3,206
-7,368
5678
$41.1K ﹤0.01%
5,618
+5,518
5679
$41K ﹤0.01%
12,730
-29,106
5680
$41K ﹤0.01%
+3,482
5681
$40.9K ﹤0.01%
13,226
-29,449
5682
$40.8K ﹤0.01%
19,358
+19,051
5683
$40.6K ﹤0.01%
1,439
-2,620
5684
$40.6K ﹤0.01%
+942
5685
$40.5K ﹤0.01%
16,884
+10,351
5686
$40.5K ﹤0.01%
66,932
+38,474
5687
$40.5K ﹤0.01%
16,860
+13,293
5688
$40.5K ﹤0.01%
2,949
-286
5689
$40.4K ﹤0.01%
2,405
+2,143
5690
$40.4K ﹤0.01%
15,523
+15,522
5691
$40.4K ﹤0.01%
3,984
+3,894
5692
$40.3K ﹤0.01%
11,559
+9,582
5693
$40.3K ﹤0.01%
+13,005
5694
$40.3K ﹤0.01%
11,218
+9,188
5695
$40.2K ﹤0.01%
+14
5696
$40.2K ﹤0.01%
+2,188
5697
$40.2K ﹤0.01%
26,591
-14,058
5698
$40.1K ﹤0.01%
82
+77
5699
$40K ﹤0.01%
3,026
+1,133
5700
$39.8K ﹤0.01%
+3,612
226 227
228
229 230