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
7951
$99 ﹤0.01%
19
-1,528
7952
$99 ﹤0.01%
+1,936
7953
$98 ﹤0.01%
2,801
7954
$97 ﹤0.01%
1,141
+1,050
7955
$96 ﹤0.01%
4
-9,317
7956
$95 ﹤0.01%
11
-109
7957
$94 ﹤0.01%
+4,715
7958
$93 ﹤0.01%
3
-449
7959
$93 ﹤0.01%
+3
7960
$92 ﹤0.01%
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7961
$91 ﹤0.01%
+2
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3
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$90 ﹤0.01%
+4
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2
7965
$90 ﹤0.01%
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7966
$85 ﹤0.01%
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$85 ﹤0.01%
4
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7969
$83 ﹤0.01%
12
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7970
$83 ﹤0.01%
59
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7971
$83 ﹤0.01%
3
-1
7972
$82 ﹤0.01%
13
-7,607
7973
$82 ﹤0.01%
8
7974
$81 ﹤0.01%
1
-585
7975
$80 ﹤0.01%
47
-23
317 318
319
320 321