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
1776
$7.85M ﹤0.01%
340,527
-70,381
1777
$7.85M ﹤0.01%
73,358
+32,882
1778
$7.85M ﹤0.01%
114,367
-1,079
1779
$7.84M ﹤0.01%
110,348
-2,492
1780
$7.84M ﹤0.01%
377,426
+323,811
1781
$7.83M ﹤0.01%
180,000
+120,000
1782
$7.83M ﹤0.01%
298,986
-184,449
1783
$7.81M ﹤0.01%
487,413
+24,938
1784
$7.8M ﹤0.01%
39,274
+22,160
1785
$7.8M ﹤0.01%
337,256
+13,370
1786
$7.76M ﹤0.01%
56,273
+13,799
1787
$7.76M ﹤0.01%
158,527
+77,144
1788
$7.76M ﹤0.01%
160,121
-30,923
1789
$7.74M ﹤0.01%
57,804
+25,617
1790
$7.73M ﹤0.01%
420,702
+47,243
1791
$7.72M ﹤0.01%
230,273
-2,377
1792
$7.72M ﹤0.01%
564,795
-14,729
1793
$7.72M ﹤0.01%
451,709
+3,256
1794
$7.69M ﹤0.01%
337,636
-3,206
1795
$7.69M ﹤0.01%
176,261
-6,398
1796
$7.68M ﹤0.01%
131,221
-124,361
1797
$7.66M ﹤0.01%
155,500
-53,442
1798
$7.61M ﹤0.01%
127,084
-10,286
1799
$7.61M ﹤0.01%
243,721
+6,091
1800
$7.61M ﹤0.01%
228,146
+1,175
70 71
72
73 74