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
2151
$4.91M ﹤0.01%
122,681
+42,229
2152
$4.89M ﹤0.01%
51,801
-3,188
2153
$4.89M ﹤0.01%
146,584
-3,164
2154
$4.89M ﹤0.01%
137,761
+5,692
2155
$4.88M ﹤0.01%
504,078
-43,930
2156
$4.88M ﹤0.01%
32,411
-12,788
2157
$4.86M ﹤0.01%
157,196
-6,449
2158
$4.83M ﹤0.01%
486,767
-411,129
2159
$4.82M ﹤0.01%
312,971
-208,743
2160
$4.82M ﹤0.01%
57,085
+493
2161
$4.81M ﹤0.01%
223,411
+55,073
2162
$4.81M ﹤0.01%
398,983
-197,280
2163
$4.8M ﹤0.01%
101,074
-29,981
2164
$4.8M ﹤0.01%
263,092
-308,906
2165
$4.8M ﹤0.01%
357,574
+25,779
2166
$4.79M ﹤0.01%
88,937
+53,603
2167
$4.79M ﹤0.01%
290,543
-138,758
2168
$4.78M ﹤0.01%
48,458
+3,921
2169
$4.78M ﹤0.01%
429,797
+398,543
2170
$4.77M ﹤0.01%
3,990
-98
2171
$4.77M ﹤0.01%
234,292
-3,188
2172
$4.77M ﹤0.01%
174,641
+35,762
2173
$4.75M ﹤0.01%
371,244
+156,693
2174
$4.74M ﹤0.01%
152,509
-86,153
2175
$4.74M ﹤0.01%
172,847
-167,145
85 86
87
88 89