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
2326
$3.83M ﹤0.01%
1,935,485
-144,949
2327
$3.83M ﹤0.01%
1,125,375
+153,877
2328
$3.82M ﹤0.01%
54,241
+4,506
2329
$3.81M ﹤0.01%
73,833
-18,123
2330
$3.81M ﹤0.01%
332,610
-29,386
2331
$3.81M ﹤0.01%
162,577
-87,664
2332
$3.81M ﹤0.01%
+89,253
2333
$3.81M ﹤0.01%
49,870
-39,544
2334
$3.8M ﹤0.01%
106,640
+61,756
2335
$3.8M ﹤0.01%
101,605
-5,947,903
2336
$3.78M ﹤0.01%
127,566
+86,835
2337
$3.78M ﹤0.01%
168,870
-70,298
2338
$3.77M ﹤0.01%
121,926
+91,740
2339
$3.75M ﹤0.01%
164,934
-3,621
2340
$3.74M ﹤0.01%
683,390
-101,324
2341
$3.74M ﹤0.01%
62,367
-764
2342
$3.74M ﹤0.01%
101,877
+57,428
2343
$3.73M ﹤0.01%
20,336
-19,535
2344
$3.73M ﹤0.01%
193,772
-19,175
2345
$3.71M ﹤0.01%
144,681
-96,711
2346
$3.71M ﹤0.01%
62,636
-47,937
2347
$3.7M ﹤0.01%
35,944
-13,450
2348
$3.7M ﹤0.01%
170,881
+47,606
2349
$3.69M ﹤0.01%
95,946
-10,530
2350
$3.69M ﹤0.01%
122,504
-15,394
92 93
94
95 96