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
2176
$4.73M ﹤0.01%
160,277
-4,720
2177
$4.73M ﹤0.01%
46,362
-28,655
2178
$4.73M ﹤0.01%
301,392
+18,771
2179
$4.72M ﹤0.01%
79,836
-49,015
2180
$4.72M ﹤0.01%
124,872
-9,222
2181
$4.72M ﹤0.01%
56,070
-3,243
2182
$4.71M ﹤0.01%
166,550
-66,724
2183
$4.71M ﹤0.01%
199,397
-14,220
2184
$4.71M ﹤0.01%
371,738
-623,752
2185
$4.71M ﹤0.01%
169,439
+2,916
2186
$4.7M ﹤0.01%
110,080
-51,790
2187
$4.7M ﹤0.01%
157,030
+35,663
2188
$4.69M ﹤0.01%
119,498
+55,260
2189
$4.69M ﹤0.01%
354,395
-7,814
2190
$4.67M ﹤0.01%
181,434
+36,836
2191
$4.67M ﹤0.01%
353,204
+68,248
2192
$4.66M ﹤0.01%
178,718
-362,843
2193
$4.66M ﹤0.01%
42,871
-689
2194
$4.66M ﹤0.01%
81,542
-90,297
2195
$4.66M ﹤0.01%
271,040
-116,010
2196
$4.65M ﹤0.01%
61,582
+4,985
2197
$4.65M ﹤0.01%
53,081
-7,068
2198
$4.64M ﹤0.01%
159,394
+84,855
2199
$4.63M ﹤0.01%
31,879
-3,903
2200
$4.62M ﹤0.01%
127,339
+5,289
86 87
88
89 90