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
7376
$1.42K ﹤0.01%
47
-205
7377
$1.41K ﹤0.01%
56
+10
7378
$1.41K ﹤0.01%
+357
7379
$1.41K ﹤0.01%
23,481
+23,412
7380
$1.39K ﹤0.01%
502
-27,476
7381
$1.38K ﹤0.01%
+6,400
7382
$1.37K ﹤0.01%
276
-19,212
7383
$1.35K ﹤0.01%
47
-103
7384
$1.35K ﹤0.01%
+56
7385
$1.35K ﹤0.01%
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7386
$1.34K ﹤0.01%
61
-26
7387
$1.34K ﹤0.01%
+541
7388
$1.34K ﹤0.01%
163
-507
7389
$1.33K ﹤0.01%
+42
7390
$1.32K ﹤0.01%
13,606
-34
7391
$1.32K ﹤0.01%
38
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7392
$1.31K ﹤0.01%
100
-2,237
7393
$1.3K ﹤0.01%
1,857
+1,800
7394
$1.3K ﹤0.01%
+772
7395
$1.3K ﹤0.01%
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7396
$1.3K ﹤0.01%
+36
7397
$1.29K ﹤0.01%
162
-3,142
7398
$1.29K ﹤0.01%
+2
7399
$1.29K ﹤0.01%
+23
7400
$1.29K ﹤0.01%
115
+114
294 295
296
297 298