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
7201
$2.28K ﹤0.01%
1,665
-1,791
7202
$2.28K ﹤0.01%
87
-321
7203
$2.27K ﹤0.01%
2,100
-5,520
7204
$2.27K ﹤0.01%
+1,904
7205
$2.27K ﹤0.01%
69
+54
7206
$2.26K ﹤0.01%
+91
7207
$2.25K ﹤0.01%
5,012
+4,894
7208
$2.25K ﹤0.01%
81
+48
7209
$2.25K ﹤0.01%
+100
7210
$2.25K ﹤0.01%
78
+17
7211
$2.24K ﹤0.01%
225
7212
$2.24K ﹤0.01%
82
-888
7213
$2.23K ﹤0.01%
77
+8
7214
$2.23K ﹤0.01%
109
+94
7215
$2.23K ﹤0.01%
1,037
-1,147
7216
$2.23K ﹤0.01%
81
-7,804
7217
$2.23K ﹤0.01%
+84
7218
$2.23K ﹤0.01%
9,593
+9,238
7219
$2.23K ﹤0.01%
+178
7220
$2.22K ﹤0.01%
+387
7221
$2.21K ﹤0.01%
+74
7222
$2.2K ﹤0.01%
+116
7223
$2.2K ﹤0.01%
+76
7224
$2.2K ﹤0.01%
324
+280
7225
$2.19K ﹤0.01%
+16
287 288
289
290 291