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
7226
$2.19K ﹤0.01%
1,000
-5,213
7227
$2.18K ﹤0.01%
167
+127
7228
$2.17K ﹤0.01%
100
+90
7229
$2.15K ﹤0.01%
+86
7230
$2.14K ﹤0.01%
168
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7231
$2.13K ﹤0.01%
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7232
$2.13K ﹤0.01%
85
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7233
$2.13K ﹤0.01%
52
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7234
$2.12K ﹤0.01%
+59
7235
$2.11K ﹤0.01%
188
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7236
$2.11K ﹤0.01%
260
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7237
$2.1K ﹤0.01%
176
+85
7238
$2.08K ﹤0.01%
1,461
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7239
$2.06K ﹤0.01%
70
7240
$2.06K ﹤0.01%
+75
7241
$2.05K ﹤0.01%
507
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7242
$2.05K ﹤0.01%
1,021
-414
7243
$2.02K ﹤0.01%
1,806
+901
7244
$2.02K ﹤0.01%
+57
7245
$2.02K ﹤0.01%
+42
7246
$2.01K ﹤0.01%
207
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7247
$2K ﹤0.01%
+88
7248
$2K ﹤0.01%
389
-2,483
7249
$2K ﹤0.01%
76
-2
7250
$1.99K ﹤0.01%
178
+100
288 289
290
291 292