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
7176
$2.41K ﹤0.01%
53
-64
7177
$2.4K ﹤0.01%
220
+153
7178
$2.39K ﹤0.01%
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7179
$2.39K ﹤0.01%
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7180
$2.38K ﹤0.01%
92
7181
$2.37K ﹤0.01%
70
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7182
$2.37K ﹤0.01%
237
-4,725
7183
$2.37K ﹤0.01%
2,114
+1,877
7184
$2.36K ﹤0.01%
+673
7185
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245
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7186
$2.35K ﹤0.01%
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7187
$2.35K ﹤0.01%
134
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7188
$2.34K ﹤0.01%
+117
7189
$2.34K ﹤0.01%
93
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$2.33K ﹤0.01%
31
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7191
$2.32K ﹤0.01%
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7192
$2.32K ﹤0.01%
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7193
$2.32K ﹤0.01%
94
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7194
$2.32K ﹤0.01%
67
-18
7195
$2.31K ﹤0.01%
3,079
-2,330
7196
$2.3K ﹤0.01%
36
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7197
$2.3K ﹤0.01%
87
7198
$2.29K ﹤0.01%
97
-248
7199
$2.29K ﹤0.01%
82
+81
7200
$2.28K ﹤0.01%
108
-663
286 287
288
289 290