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
1551
$11.1M ﹤0.01%
319,218
+80,501
1552
$11.1M ﹤0.01%
630,995
-26,767
1553
$11.1M ﹤0.01%
170,304
-9,936
1554
$11.1M ﹤0.01%
210,006
+71,688
1555
$11M ﹤0.01%
1,130,640
-19,524
1556
$11M ﹤0.01%
2,995,825
+1,917,150
1557
$11M ﹤0.01%
555,506
-1,228
1558
$11M ﹤0.01%
325,597
+240,821
1559
$10.9M ﹤0.01%
498,592
+196,277
1560
$10.9M ﹤0.01%
185,378
-242,622
1561
$10.9M ﹤0.01%
35,766
-16,861
1562
$10.9M ﹤0.01%
138,712
-2,311
1563
$10.8M ﹤0.01%
953,707
-272,259
1564
$10.8M ﹤0.01%
649,926
+43,035
1565
$10.8M ﹤0.01%
194,839
-7,047
1566
$10.8M ﹤0.01%
196,308
-99,429
1567
$10.8M ﹤0.01%
265,477
+243,628
1568
$10.8M ﹤0.01%
42,150
-32,589
1569
$10.7M ﹤0.01%
281,153
+5,049
1570
$10.7M ﹤0.01%
616,833
+77,635
1571
$10.7M ﹤0.01%
410,410
-82,240
1572
$10.7M ﹤0.01%
193,966
+7,587
1573
$10.7M ﹤0.01%
426,932
+54,701
1574
$10.6M ﹤0.01%
90,397
+13,512
1575
$10.6M ﹤0.01%
467,851
-7,515
61 62
63
64 65