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
7451
$1.09K ﹤0.01%
+53
7452
$1.09K ﹤0.01%
+50
7453
$1.08K ﹤0.01%
44
+12
7454
$1.08K ﹤0.01%
+40
7455
$1.08K ﹤0.01%
56
-1,156
7456
$1.08K ﹤0.01%
41
-41
7457
$1.08K ﹤0.01%
+38
7458
$1.07K ﹤0.01%
223
+155
7459
$1.07K ﹤0.01%
630
-206
7460
$1.07K ﹤0.01%
182
+111
7461
$1.06K ﹤0.01%
+40
7462
$1.06K ﹤0.01%
32
-38
7463
$1.06K ﹤0.01%
100
7464
$1.06K ﹤0.01%
+42
7465
$1.05K ﹤0.01%
43
-13
7466
$1.05K ﹤0.01%
42
-150
7467
$1.05K ﹤0.01%
+1
7468
$1.05K ﹤0.01%
11,856
-41,344
7469
$1.04K ﹤0.01%
+59
7470
$1.04K ﹤0.01%
181
+138
7471
$1.03K ﹤0.01%
9
+5
7472
$1.03K ﹤0.01%
+24
7473
$1.03K ﹤0.01%
100
-1,257
7474
$1.03K ﹤0.01%
+33
7475
$1.03K ﹤0.01%
+37
297 298
299
300 301