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
2301
$4.01M ﹤0.01%
292,549
+55,616
2302
$4M ﹤0.01%
19,154
-39,979
2303
$3.99M ﹤0.01%
224,237
+106,778
2304
$3.98M ﹤0.01%
401,677
-1,938
2305
$3.98M ﹤0.01%
67,808
+17,545
2306
$3.97M ﹤0.01%
290,476
+179,622
2307
$3.97M ﹤0.01%
95,038
-155,015
2308
$3.97M ﹤0.01%
21,934
-8,980
2309
$3.94M ﹤0.01%
209,420
-424,420
2310
$3.93M ﹤0.01%
699,657
-85,214
2311
$3.93M ﹤0.01%
25,816
-6,049
2312
$3.93M ﹤0.01%
90,308
-40,993
2313
$3.92M ﹤0.01%
16,572
+1,817
2314
$3.91M ﹤0.01%
141,651
+207
2315
$3.91M ﹤0.01%
117,737
-45,464
2316
$3.9M ﹤0.01%
367,564
-63,005
2317
$3.89M ﹤0.01%
200,171
-11,387
2318
$3.89M ﹤0.01%
543,113
+215,466
2319
$3.88M ﹤0.01%
19,877
-29
2320
$3.88M ﹤0.01%
147,575
+12,965
2321
$3.87M ﹤0.01%
243,595
-18,688
2322
$3.87M ﹤0.01%
65,778
-2,639
2323
$3.84M ﹤0.01%
104,086
-1,508
2324
$3.84M ﹤0.01%
160,192
-89,779
2325
$3.84M ﹤0.01%
275,793
+4,187
91 92
93
94 95