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
1801
$7.6M ﹤0.01%
122,576
+32,491
1802
$7.58M ﹤0.01%
34,861
-3,819
1803
$7.57M ﹤0.01%
342,293
+118,843
1804
$7.57M ﹤0.01%
398,396
-7,698
1805
$7.56M ﹤0.01%
93,301
-164,161
1806
$7.54M ﹤0.01%
346,146
-14,763
1807
$7.52M ﹤0.01%
65,136
+36,793
1808
$7.51M ﹤0.01%
77,991
-29,590
1809
$7.5M ﹤0.01%
70,249
-9,574
1810
$7.48M ﹤0.01%
300,275
+87,793
1811
$7.48M ﹤0.01%
61,053
-27,812
1812
$7.47M ﹤0.01%
842,063
+15,828
1813
$7.45M ﹤0.01%
373,474
+267,266
1814
$7.45M ﹤0.01%
114,493
+32,103
1815
$7.43M ﹤0.01%
321,723
-66,981
1816
$7.42M ﹤0.01%
686,975
+25,760
1817
$7.42M ﹤0.01%
136,896
-6,841
1818
$7.42M ﹤0.01%
59,957
-3,668
1819
$7.42M ﹤0.01%
213,327
-2,572
1820
$7.4M ﹤0.01%
455,551
+111,670
1821
$7.39M ﹤0.01%
64,737
-19,126
1822
$7.38M ﹤0.01%
116,368
-69,926
1823
$7.36M ﹤0.01%
78,692
+11,358
1824
$7.36M ﹤0.01%
77,298
+54,736
1825
$7.34M ﹤0.01%
38,823
-14,591
71 72
73
74 75