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
7526
$910 ﹤0.01%
+57
7527
$906 ﹤0.01%
302
+150
7528
$905 ﹤0.01%
42
-4
7529
$899 ﹤0.01%
308
-718
7530
$897 ﹤0.01%
6,275
+6,263
7531
$897 ﹤0.01%
86
7532
$894 ﹤0.01%
+41
7533
$887 ﹤0.01%
22
-321
7534
$887 ﹤0.01%
27
-38
7535
$886 ﹤0.01%
+452
7536
$886 ﹤0.01%
4,661
+4,629
7537
$884 ﹤0.01%
77
-4
7538
$876 ﹤0.01%
+79
7539
$875 ﹤0.01%
979
7540
$869 ﹤0.01%
75
-522
7541
$863 ﹤0.01%
22
+20
7542
$859 ﹤0.01%
42
-40
7543
$845 ﹤0.01%
13,197
+13,181
7544
$844 ﹤0.01%
76
-1,347
7545
$844 ﹤0.01%
37
-277
7546
$842 ﹤0.01%
+32
7547
$838 ﹤0.01%
+61
7548
$827 ﹤0.01%
25
-89
7549
$820 ﹤0.01%
+41
7550
$820 ﹤0.01%
20,499
+7,900
300 301
302
303 304