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
7401
$1.28K ﹤0.01%
111
+32
7402
$1.27K ﹤0.01%
62
-613
7403
$1.26K ﹤0.01%
114
+63
7404
$1.26K ﹤0.01%
5
+4
7405
$1.26K ﹤0.01%
4,661
+2,279
7406
$1.25K ﹤0.01%
44
-23
7407
$1.25K ﹤0.01%
62
-27
7408
$1.25K ﹤0.01%
+48
7409
$1.25K ﹤0.01%
63
-32
7410
$1.25K ﹤0.01%
+346
7411
$1.25K ﹤0.01%
+45
7412
$1.24K ﹤0.01%
+50
7413
$1.24K ﹤0.01%
36
-187
7414
$1.24K ﹤0.01%
19
-3,606
7415
$1.24K ﹤0.01%
22,882
+9,350
7416
$1.23K ﹤0.01%
1,541
-8,535
7417
$1.23K ﹤0.01%
251
-6
7418
$1.23K ﹤0.01%
704
+691
7419
$1.23K ﹤0.01%
78
-456
7420
$1.23K ﹤0.01%
+27
7421
$1.22K ﹤0.01%
735
-392
7422
$1.22K ﹤0.01%
33
+12
7423
$1.21K ﹤0.01%
49
-8,155
7424
$1.21K ﹤0.01%
42
+22
7425
$1.21K ﹤0.01%
118
+116
295 296
297
298 299