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
7101
$2.9K ﹤0.01%
+90
7102
$2.9K ﹤0.01%
79
-22
7103
$2.89K ﹤0.01%
223
-188
7104
$2.88K ﹤0.01%
1,500
7105
$2.88K ﹤0.01%
474
+367
7106
$2.87K ﹤0.01%
4,052
+3,867
7107
$2.87K ﹤0.01%
+39
7108
$2.86K ﹤0.01%
94
-73
7109
$2.85K ﹤0.01%
88
-86
7110
$2.83K ﹤0.01%
+1,505
7111
$2.83K ﹤0.01%
59
+7
7112
$2.82K ﹤0.01%
+85
7113
$2.82K ﹤0.01%
39,704
-15,938
7114
$2.8K ﹤0.01%
75
-24
7115
$2.79K ﹤0.01%
+3,033
7116
$2.77K ﹤0.01%
107
+92
7117
$2.77K ﹤0.01%
893
+852
7118
$2.77K ﹤0.01%
+87
7119
$2.76K ﹤0.01%
57
+56
7120
$2.75K ﹤0.01%
+95
7121
$2.75K ﹤0.01%
2,081
+2,044
7122
$2.74K ﹤0.01%
+56
7123
$2.71K ﹤0.01%
79
-406
7124
$2.7K ﹤0.01%
482
-11,707
7125
$2.7K ﹤0.01%
+10,023
283 284
285
286 287