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
2276
$4.14M ﹤0.01%
184,954
-32,921
2277
$4.14M ﹤0.01%
61,059
-20,608
2278
$4.13M ﹤0.01%
85,760
+15,999
2279
$4.13M ﹤0.01%
62,191
-34,350
2280
$4.11M ﹤0.01%
31,156
+9,501
2281
$4.11M ﹤0.01%
44,679
-37,398
2282
$4.1M ﹤0.01%
129,863
-1,809
2283
$4.08M ﹤0.01%
121,138
-11,394
2284
$4.08M ﹤0.01%
164,609
-123,941
2285
$4.07M ﹤0.01%
84,417
-4,270
2286
$4.07M ﹤0.01%
14,831
-5,050
2287
$4.07M ﹤0.01%
36,504
-46,965
2288
$4.06M ﹤0.01%
135,216
-9,172
2289
$4.06M ﹤0.01%
46,559
-3,638
2290
$4.06M ﹤0.01%
96,298
-3,393
2291
$4.05M ﹤0.01%
51,884
+1,819
2292
$4.05M ﹤0.01%
53,395
-30,623
2293
$4.05M ﹤0.01%
75,814
+2,227
2294
$4.04M ﹤0.01%
111,499
+4,799
2295
$4.03M ﹤0.01%
96,521
-1,848
2296
$4.03M ﹤0.01%
59,815
+4,365
2297
$4.02M ﹤0.01%
2,021,214
-39,470
2298
$4.02M ﹤0.01%
150,959
+35,157
2299
$4.01M ﹤0.01%
146,879
-8,479
2300
$4.01M ﹤0.01%
266,890
+9,275
90 91
92
93 94