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
7351
$1.54K ﹤0.01%
2,000
-5,388
7352
$1.54K ﹤0.01%
53
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7353
$1.54K ﹤0.01%
49
-49
7354
$1.54K ﹤0.01%
51
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7355
$1.53K ﹤0.01%
+58
7356
$1.53K ﹤0.01%
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7357
$1.53K ﹤0.01%
+30
7358
$1.52K ﹤0.01%
+56
7359
$1.52K ﹤0.01%
+49
7360
$1.52K ﹤0.01%
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$1.51K ﹤0.01%
54
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7362
$1.5K ﹤0.01%
82
7363
$1.5K ﹤0.01%
1,354
-7,813
7364
$1.5K ﹤0.01%
50
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7365
$1.5K ﹤0.01%
7,123
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7366
$1.49K ﹤0.01%
60
7367
$1.49K ﹤0.01%
69
-2,424
7368
$1.48K ﹤0.01%
54
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7369
$1.48K ﹤0.01%
+1,305
7370
$1.47K ﹤0.01%
+1,416
7371
$1.47K ﹤0.01%
+65
7372
$1.47K ﹤0.01%
25
-44
7373
$1.45K ﹤0.01%
48,196
7374
$1.44K ﹤0.01%
+697
7375
$1.43K ﹤0.01%
230
+228
293 294
295
296 297