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
1876
$6.8M ﹤0.01%
448,994
-144,089
1877
$6.79M ﹤0.01%
432,507
+102,204
1878
$6.79M ﹤0.01%
124,800
-91,212
1879
$6.78M ﹤0.01%
126,656
-50,329
1880
$6.77M ﹤0.01%
228,007
+7,015
1881
$6.75M ﹤0.01%
162,853
-7,158
1882
$6.75M ﹤0.01%
124,295
+71,258
1883
$6.74M ﹤0.01%
724,762
+723,621
1884
$6.74M ﹤0.01%
219,984
-60,440
1885
$6.7M ﹤0.01%
90,996
+12,559
1886
$6.7M ﹤0.01%
127,879
-9,602
1887
$6.7M ﹤0.01%
67,992
+27,537
1888
$6.7M ﹤0.01%
58,824
-31,690
1889
$6.69M ﹤0.01%
1,061,167
+482,497
1890
$6.68M ﹤0.01%
254,093
+29,697
1891
$6.68M ﹤0.01%
171,947
+11,178
1892
$6.67M ﹤0.01%
177,687
+165,220
1893
$6.66M ﹤0.01%
78,389
+37,118
1894
$6.66M ﹤0.01%
290,817
-174,717
1895
$6.63M ﹤0.01%
157,460
+27,717
1896
$6.63M ﹤0.01%
72,482
+22,686
1897
$6.62M ﹤0.01%
303,112
+50,826
1898
$6.62M ﹤0.01%
148,233
+57,709
1899
$6.61M ﹤0.01%
535,566
+3,214
1900
$6.61M ﹤0.01%
448,824
+27,951
74 75
76
77 78