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
7151
$2.55K ﹤0.01%
237
+234
7152
$2.55K ﹤0.01%
108
+89
7153
$2.53K ﹤0.01%
35,180
+10,182
7154
$2.53K ﹤0.01%
596
+591
7155
$2.52K ﹤0.01%
+1,965
7156
$2.51K ﹤0.01%
70
-823
7157
$2.51K ﹤0.01%
1,428
-1,678
7158
$2.51K ﹤0.01%
51
-95
7159
$2.51K ﹤0.01%
2,388
+788
7160
$2.51K ﹤0.01%
+88
7161
$2.5K ﹤0.01%
21
-106
7162
$2.49K ﹤0.01%
554
-2,823
7163
$2.49K ﹤0.01%
73
+44
7164
$2.48K ﹤0.01%
+96
7165
$2.47K ﹤0.01%
93
7166
$2.47K ﹤0.01%
+75
7167
$2.46K ﹤0.01%
835
-29
7168
$2.46K ﹤0.01%
46
-192
7169
$2.45K ﹤0.01%
1,496
-665
7170
$2.44K ﹤0.01%
+145
7171
$2.44K ﹤0.01%
86
7172
$2.44K ﹤0.01%
+1,605
7173
$2.42K ﹤0.01%
+48
7174
$2.42K ﹤0.01%
90
7175
$2.41K ﹤0.01%
474
+307
285 286
287
288 289