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
2201
$4.62M ﹤0.01%
180,016
-6,170
2202
$4.61M ﹤0.01%
25,948
-30,562
2203
$4.6M ﹤0.01%
221,219
+49,540
2204
$4.6M ﹤0.01%
320,292
+250,874
2205
$4.6M ﹤0.01%
119,030
+21,454
2206
$4.58M ﹤0.01%
25,837
-3,295
2207
$4.57M ﹤0.01%
278,904
-263,392
2208
$4.56M ﹤0.01%
424,922
-153,078
2209
$4.55M ﹤0.01%
59,135
-1,788
2210
$4.54M ﹤0.01%
43,630
+1,768
2211
$4.54M ﹤0.01%
160,502
-34,717
2212
$4.53M ﹤0.01%
173,278
+31,102
2213
$4.53M ﹤0.01%
91,930
+50,807
2214
$4.53M ﹤0.01%
25,627
+10,603
2215
$4.52M ﹤0.01%
142,545
+8,397
2216
$4.52M ﹤0.01%
68,450
-29,388
2217
$4.52M ﹤0.01%
136,318
-59,942
2218
$4.52M ﹤0.01%
136,709
+98,324
2219
$4.52M ﹤0.01%
88,673
+40,599
2220
$4.49M ﹤0.01%
67,917
-8,192
2221
$4.49M ﹤0.01%
116,763
-88,024
2222
$4.48M ﹤0.01%
34,719
-47,119
2223
$4.48M ﹤0.01%
73,974
+73,360
2224
$4.48M ﹤0.01%
132,963
-56,799
2225
$4.47M ﹤0.01%
145,317
-6,648
87 88
89
90 91