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
5726
$38.3K ﹤0.01%
5,485
+3,866
5727
$38.3K ﹤0.01%
6,037
+4,892
5728
$38.3K ﹤0.01%
+1,832
5729
$38.2K ﹤0.01%
+3,657
5730
$38.2K ﹤0.01%
+131
5731
$38.1K ﹤0.01%
8,770
-25,464
5732
$38.1K ﹤0.01%
11,774
+10,703
5733
$38K ﹤0.01%
39,226
+36,939
5734
$38K ﹤0.01%
4,313
+965
5735
$38K ﹤0.01%
6,165
+6,106
5736
$37.8K ﹤0.01%
6,141
-14,850
5737
$37.6K ﹤0.01%
1,359
+705
5738
$37.6K ﹤0.01%
5,789
-50,100
5739
$37.6K ﹤0.01%
17,483
-2,091
5740
$37.6K ﹤0.01%
4,891
+4,123
5741
$37.5K ﹤0.01%
9,643
+9,043
5742
$37.5K ﹤0.01%
925
-2,941
5743
$37.4K ﹤0.01%
7,149
-213
5744
$37.3K ﹤0.01%
1,976
+311
5745
$37.3K ﹤0.01%
22,335
-94,180
5746
$37.2K ﹤0.01%
6,005
+5,995
5747
$37.2K ﹤0.01%
33,791
-36,610
5748
$37.1K ﹤0.01%
12,380
-28,212
5749
$37.1K ﹤0.01%
3,538
-801
5750
$37.1K ﹤0.01%
+871
228 229
230
231 232