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
1826
$7.32M ﹤0.01%
296,296
+89,184
1827
$7.3M ﹤0.01%
80,981
+12,987
1828
$7.28M ﹤0.01%
152,672
-19,091
1829
$7.27M ﹤0.01%
68,713
-18,502
1830
$7.27M ﹤0.01%
127,288
+68,583
1831
$7.26M ﹤0.01%
83,140
-15,897
1832
$7.26M ﹤0.01%
195,829
+818
1833
$7.24M ﹤0.01%
63,469
-1,611
1834
$7.23M ﹤0.01%
77,944
+41,534
1835
$7.22M ﹤0.01%
95,676
-80,402
1836
$7.22M ﹤0.01%
102,813
+843
1837
$7.22M ﹤0.01%
72,504
+7,233
1838
$7.21M ﹤0.01%
+310,586
1839
$7.2M ﹤0.01%
286,926
-9,702
1840
$7.17M ﹤0.01%
525,887
+231,367
1841
$7.15M ﹤0.01%
468,544
-22,220
1842
$7.13M ﹤0.01%
88,156
+29,676
1843
$7.11M ﹤0.01%
158,692
+22,997
1844
$7.11M ﹤0.01%
14,995
-9,971
1845
$7.1M ﹤0.01%
335,658
+151,449
1846
$7.09M ﹤0.01%
507,850
-69,442
1847
$7.09M ﹤0.01%
171,887
-96,159
1848
$7.09M ﹤0.01%
433,913
+7,517
1849
$7.09M ﹤0.01%
707,091
+129,123
1850
$7.08M ﹤0.01%
652,871
+81,689
72 73
74
75 76