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
7976
$80 ﹤0.01%
+3
7977
$79 ﹤0.01%
5
-693
7978
$78 ﹤0.01%
16
-5,361
7979
$77 ﹤0.01%
651
+582
7980
$77 ﹤0.01%
23
-165
7981
$76 ﹤0.01%
+283
7982
$75 ﹤0.01%
4,987
+4,900
7983
$75 ﹤0.01%
+5,000
7984
$74 ﹤0.01%
+8,275
7985
$73 ﹤0.01%
539
+454
7986
$72 ﹤0.01%
+3
7987
$72 ﹤0.01%
65
-669
7988
$71 ﹤0.01%
7
-58
7989
$71 ﹤0.01%
5,042
+3,557
7990
$71 ﹤0.01%
1
-3
7991
$70 ﹤0.01%
17
+1
7992
$68 ﹤0.01%
3
-230
7993
$68 ﹤0.01%
+83
7994
$67 ﹤0.01%
2
-75
7995
– –
0
7996
$65 ﹤0.01%
98
-148
7997
$65 ﹤0.01%
3
-78
7998
$65 ﹤0.01%
35
-8
7999
$65 ﹤0.01%
+2,600
8000
$64 ﹤0.01%
3
-52
318 319
320
321 322