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
7876
$183 ﹤0.01%
41
-593
7877
$181 ﹤0.01%
+25
7878
$178 ﹤0.01%
50
-2,483
7879
$175 ﹤0.01%
12
-8,451
7880
$175 ﹤0.01%
+4
7881
$175 ﹤0.01%
+13,431
7882
$173 ﹤0.01%
+12,384
7883
$172 ﹤0.01%
2
-10
7884
$172 ﹤0.01%
+22
7885
$170 ﹤0.01%
51
7886
$169 ﹤0.01%
35
+34
7887
$163 ﹤0.01%
142
-7,981
7888
$161 ﹤0.01%
8
7889
$161 ﹤0.01%
6
-64
7890
$157 ﹤0.01%
17
-2,675
7891
$157 ﹤0.01%
59
-7,151
7892
$152 ﹤0.01%
5
-83
7893
$151 ﹤0.01%
+5
7894
$150 ﹤0.01%
+500
7895
$148 ﹤0.01%
+93
7896
$147 ﹤0.01%
83
-847
7897
$145 ﹤0.01%
+1,993
7898
$145 ﹤0.01%
6
-84
7899
$140 ﹤0.01%
9,336
-1,057
7900
$139 ﹤0.01%
+4
314 315
316
317 318