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
7426
$1.21K ﹤0.01%
19
-677
7427
$1.21K ﹤0.01%
31
-35
7428
$1.2K ﹤0.01%
22
-215
7429
$1.19K ﹤0.01%
+39
7430
$1.19K ﹤0.01%
34
-43
7431
$1.18K ﹤0.01%
1,071
-561
7432
$1.18K ﹤0.01%
2,941
+2,845
7433
$1.18K ﹤0.01%
100
7434
$1.18K ﹤0.01%
211
-1,001
7435
$1.17K ﹤0.01%
56
-92
7436
$1.16K ﹤0.01%
+45
7437
$1.16K ﹤0.01%
+6,820
7438
$1.16K ﹤0.01%
+1,890
7439
$1.15K ﹤0.01%
+50
7440
$1.14K ﹤0.01%
6,351
-8,360
7441
$1.14K ﹤0.01%
49,497
+49,431
7442
$1.12K ﹤0.01%
819
-10,230
7443
$1.12K ﹤0.01%
+35
7444
$1.12K ﹤0.01%
33
-111
7445
$1.12K ﹤0.01%
+43
7446
$1.11K ﹤0.01%
17
-1,289
7447
$1.11K ﹤0.01%
197
-1,246
7448
$1.11K ﹤0.01%
8,512
+8,487
7449
$1.11K ﹤0.01%
36
+32
7450
$1.1K ﹤0.01%
38
-31
296 297
298
299 300