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
8001
$64 ﹤0.01%
63,645
+63,001
8002
$61 ﹤0.01%
+136
8003
$61 ﹤0.01%
3
-2
8004
$60 ﹤0.01%
2
-1
8005
$59 ﹤0.01%
15
-1
8006
$58 ﹤0.01%
+2
8007
$56 ﹤0.01%
5
8008
$56 ﹤0.01%
+5,589
8009
$55 ﹤0.01%
+546
8010
$55 ﹤0.01%
240
-3
8011
$54 ﹤0.01%
+4
8012
$54 ﹤0.01%
39
8013
$54 ﹤0.01%
1
-142
8014
$54 ﹤0.01%
2
-34
8015
$54 ﹤0.01%
+5
8016
$53 ﹤0.01%
72
-29
8017
$52 ﹤0.01%
2
-81
8018
$52 ﹤0.01%
2
-271
8019
$52 ﹤0.01%
+1
8020
$48 ﹤0.01%
+2
8021
$48 ﹤0.01%
475
+384
8022
$48 ﹤0.01%
1
8023
$47 ﹤0.01%
40
-5,000
8024
$47 ﹤0.01%
2,976
+1,520
8025
$46 ﹤0.01%
2
-81
319 320
321
322 323