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
7076
$3.07K ﹤0.01%
70
+69
7077
$3.06K ﹤0.01%
+146
7078
$3.06K ﹤0.01%
322
-1
7079
$3.05K ﹤0.01%
84
7080
$3.04K ﹤0.01%
20,237
7081
$3.02K ﹤0.01%
85
-675
7082
$3.02K ﹤0.01%
105
-414
7083
$3.01K ﹤0.01%
208
+135
7084
$3K ﹤0.01%
1,447
-26,263
7085
$3K ﹤0.01%
+93
7086
$2.99K ﹤0.01%
+60
7087
$2.99K ﹤0.01%
+3,237
7088
$2.98K ﹤0.01%
4,742
+810
7089
$2.98K ﹤0.01%
90
-111
7090
$2.97K ﹤0.01%
93
-81
7091
$2.95K ﹤0.01%
95
-67
7092
$2.94K ﹤0.01%
99
+11
7093
$2.93K ﹤0.01%
+68
7094
$2.93K ﹤0.01%
242
-144
7095
$2.93K ﹤0.01%
114
-5
7096
$2.92K ﹤0.01%
+132
7097
$2.92K ﹤0.01%
100
+99
7098
$2.91K ﹤0.01%
191
-735
7099
$2.91K ﹤0.01%
+60
7100
$2.91K ﹤0.01%
78
-9,138
282 283
284
285 286